There might be one or two accountants out there who like digging through documents over and over again to find the information they need, but for everyone else there's Asset-Map. The ...
That's how H. Adam Holt describes what his tech company, Asset-Map, does for advisors by drawing out an interactive map of a client's entire financial life, from investments to insurance to taxes and ...
Asset-Map Holdings Inc. (“Asset-Map”), the premier modern financial planning tool for financial professionals, today announced a strategic relationship with LPL Financial, a leading investment ...
Alternative data analytics specialist QuantCube Technology today announced its Asset Mapping database, designed to fill the data gap facing banks, insurance companies, asset managers and corporates as ...
PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced a new integration with Schwab ...
PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier visual financial conversation tool for advisors, today announced a new integration with eMoney Advisor (“eMoney”), a ...
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