It's Product Update time! ?? This month, we’re taking a deep dive into our Sidebar functionality enhancements. Plus, get a quick update to the member navigation bar on the Asset-Map Report and Financials page. Check out the full video ?? https://hubs.li/Q038R53Z0
Asset-Map
软件开发
Philadelphia，Pennsylvania 15,062 位关注者
We combine design thinking and personal finance to communicate a household's complete financial picture and wellness.
关于我们
Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, Asset-Map is on a mission to elevate the financial wellness of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that empowers humans to easily comprehend, discuss, and make smart financial decisions now and in the future. Asset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 1.25 million people and $1.5 trillion in financial instruments.
- 网站
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https://www.asset-map.com
Asset-Map的外部链接
- 所属行业
- 软件开发
- 规模
- 11-50 人
- 总部
- Philadelphia，Pennsylvania
- 类型
- 私人持股
- 创立
- 2008
- 领域
- Advisor-Client Communications、Client Profiling Tool、Client and Book of Business Metric Reporting、Advisor Sales and Review Process、Cloud-based Solutions、wealth management、financial technology、wealth technology、financial services technology和client engagement software
地点
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主要
获取路线
225 Arch St
Floor One
US，Pennsylvania，Philadelphia，19106
Asset-Map员工
动态
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Check out what our CEO and Founder, H. Adam Holt, had to say about the greatest looming wealth transfer in history on WealthManagement.com! Full article ?? https://hubs.li/Q038qrTz0 #WealthManagement.com #MarketOutlook #WealthManagementMagazine
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Our Holistiplan integration is officially in phase 2! ?? ?? Now a two-way sync allows you to connect info in and out of both platforms Check out the full video for a deeper dive of this integration ?? https://hubs.li/Q0381TTt0
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We're thrilled to to be named the Financial Planning award winner for this year's WealthTech Americas Awards by WealthBriefing! Thank you for recognizing our efforts to empower advisors to proactively engage their clients and improve client relationships. Congrats to all the firms that were recognized for this year's award and a big shoutout to the Asset-Map team for making this happen!
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We're teaming up with Wealthbox TOMORROW for all things advice delivery! Join us to see how you can simplify adding client data, as well as, create impactful visuals to enhance client conversations. Register now ?? https://hubs.li/Q037lDYV0
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Success is sweeter when it comes from real customer feedback. ?????? That's why the #G2 2025 Best Software Award means the world to us. A heartfelt thanks to the pillars of our success – our customers, partners, and team. ?? #BestSoftware2025
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?? Don't miss out on February Accelerate THIS WEEK! ?? Learn how to navigate through important conversations about your clients' financial situation without ever leaving the Asset-Map Report! Register today ?? https://hubs.li/Q0370PYT0
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We've officially expanded our Discovery Interview feature for our firm and enterprise level customers! Now you can access both your individual Discovery profile and your firm-level Discovery profiler from the same screen. View the whole video here: https://hubs.li/Q0371hSc0