In this webinar, see how utilizing these features can enhance and streamline your data entry workflows and help you get client data into the Asset-Map platform faster than ever before.
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For financial advisors, the rise of AI and its technologies, such as machine learning, ChatGPT, and algorithms, represents a significant shift in how they approach financial planning, wealth management, and client engagement.
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In this webinar, we covered Asset-Map's newest feature Target-Map Comparisons. This feature allows you to select up to three Target-Maps at a time to make quick adjustments to areas, such as Expected Net Return on Capital, Annual Increase of Contributions, and Duration of Contributions.
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Join Asset-Map and Holistiplan, as they cover quick and easy access to all the in-depth tax tools you need combined with visual maps to guide your client conversations.
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In this article, we will review the key components of a successful marketing automation strategy for financial advisors, including the importance of segmentation, the power of email marketing, and the role of analytics in refining marketing approaches.
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Effortlessly upload clients’ tax returns and instantly generate a personalized tax planning report, complete with professional branding, in a matter of seconds with the new Holistiplan Integration.
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Adapting to the rapidly changing landscape of the financial planning industry is crucial for advisors looking to stay competitive and effectively meet their clients' complex needs. Asset-Map offers a dynamic solution that empowers advisors to confidently embrace industry trends, ensuring exceptional, personalized service delivery. Explore Asset-Map's features and benefits today, and take the first step towards transforming your advisory practice for the challenges and opportunities of tomorrow.
Asset-Map announced a new integration with Holistiplan, the industry-leading tax planning software for financial advisors.
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