Watch the replay of our joint webinar with fpPathfinder, where we discussed how to navigate client conversations and planning opportunities surrounding the looming sunset.
Read More
In this webinar, we covered the interactive reports in Asset-Map such as Balance Sheet, Beneficiary Report, and Policy Summary.
Read More
We’re excited to announce our Beneficiary Visualization, which helps financial advisors facilitate conversations around account beneficiaries and loss of life planning.
Read More
With Sidebar enabled, keep your clients’ entire household in view while editing their financials on the fly.
Read More
Join fpPathfinder and Asset Map as we discuss how to navigate client conversations and planning opportunities surrounding the looming sunset.
Read More
We’re thrilled to announce a powerful new integration with Plannr Technologies, set to transform advice experiences in financial planning practices in the UK.
Read More
In this joint webinar, Matt Morris of EncorEstate Plans and Adam Holt of Asset-Map demonstrate the power of their respective platforms’ visual and interactive capabilities to help advisors deliver differentiated client experiences.
Read More
Creating meaningful client conversations doesn’t have to be hard. In this webinar, we teamed up with Addepar to show you how to integrate portfolio data from Addepar into Asset-Map to help bridge the gap with clients as a wealth manager.
Read More