The Reporter

Asset-Map Introduces Signals, an Algorithmic Solution to Proactively Identify the Risk of Disruptive Financial Planning Events

PHILADELPHIA, Aug. 19, 2021 /PRNewswire/ — Asset-Map, the premier financial advice engagement experience for financial professionals, today announced the expansion of its advice platform with ...
Yahoo Finance

Asset-Map® and Holistiplan Finalize Integration Partnership

PHILADELPHIA, June 13, 2024--(BUSINESS WIRE)--Asset-Map Holdings, Inc. ("Asset-Map"), the premier modern financial planning tool for financial professionals, today announced a new integration with ...
MyChesCo on MSN

Asset-Map taps AI with Jump integration to turn advisor meetings into action

PHILADELPHIA, PA — Asset-Map Holdings, Inc. announced a new integration with Jump, marking one of Asset-Map’s first moves ...
Reading Eagle

Asset-Map Named as the Top Financial Planning Software by Financial Advisors

PHILADELPHIA, April 1, 2021 /PRNewswire/ — Asset-Map, the premier financial advice engagement experience for financial professionals, has received the highest user rating among the top financial ...
Morningstar

Asset-Map and eMoney Advisor Integrate, Bringing Powerful Visual Planning Insights into Client Conversations

New integration enables advisors to import eMoney household financial planning data into Asset-Map for clearer conversations and client-ready reports Asset-Map Holdings, Inc. (“Asset-Map”), the ...
The Globe and Mail

Asset-Map Announces Collaboration with Morningstar

Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced an agreement with Morningstar to make Asset-Map’s ...