October Monthly Memo
Now Available: Morningstar Advisor Workstation Integration!
Easily import households with our synchronization tool and view Morningstar Risk Profiles/Scores directly on the Asset-Map Report with our Morningstar Advisor Workstation integration.
Our 4th Annual AdviceTech.LIVE Virtual Event is Happening This Week!?
We're spotlighting more than 20 of the leading technology firms in wealth management, with over 2,000 expected financial advisors, firms, and students! This year’s event will also benefit the Invest in Others Charitable Foundation and The Leukemia & Lymphoma Society, in memory of Gavin Spitzner, a longtime advisor technology expert and consultant.
Be sure to check out the latest event details and then register for free!
Digital Events to Power Up Your Practice
We're excited to let you know about some recent and upcoming online events designed to help your business excel with Asset-Map.
Join SEI’s Shauna Mace and Asset-Map’s Founder and CEO Adam Holt as they discuss the positive impact advice engagement is making on the financial services industry. They will share strategies on how to attract and retain clients, develop repeatable financial planning processes, and lead with engagement.?
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Asset-Map in the News
See what everyone is saying about our conversation-starting software. Catch up with the latest interviews, articles, and news from our team.
Our VP of Community spoke on the inaugural episode of Money Chronicles to discuss the money lessons she gleaned from her childhood.
Our CEO, H. Adam Holt, spoke with Bill Hortz about our event AdviceTech.Live and how it can provide meaningful context and guidance for advisors.?
Adam was featured in a Kiplinger article, talking about how AI will influence the impact of robo-advice.
Asset-Map on the Airwaves: New Podcast Available
Stay up-to-date with all things Asset-Map by enabling our Amazon Skill and then saying, "Alexa, play the latest update from Asset-Map."
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Join Adam and Derek as they speak with Eric McDermott, as they uncover insights from an outsider turned industry insider and how Eric has been able to do things better or differently as an outsider.