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.
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Philadelphia, Pennsylvania 19106, US
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Please join us on July 30th at 12:00 ET for our latest partner webinar. Asset-Map is a new client engagement and financial planning partner that allows seamless integration of client holdings and portfolio data to create more meaningful conversations between advisors and their clients. Learn how to leverage Addepar’s integration with Asset-Map to enhance your client engagement and financial planning experience. Register today. https://lnkd.in/gq4F3D6E
We're teaming up with Wealthbox and Holistiplan NEXT WEEK to explore how our workflows enhance client onboarding, advice delivery, and tax planning processes to empower advisors. Register here 👇 https://bit.ly/3zBGPXM
Introducing our brand-new integration with Holistiplan, featured webinar replays, and more are included in June's monthly memo!
We're proud to be based out of #Philadelphia, where the Declaration of Independence was signed at Independence Hall. Today, we celebrate our independence with friends and family, and we hope you have a great day doing the same. Happy Fourth of July! #4thofJuly
Our CEO, H. Adam Holt, was featured on the Advisorpedia podcast last week, to talk about our latest advisor survey data results and his insights into the future impact on advisors and the industry Check out the full podcast 👇 https://bit.ly/45QfVHB
Enhance the effectiveness of your meeting notes template with these 7 customizations tips Check out the full article 👇 https://bit.ly/4cMuJJx
Excited to get into our latest product updates! 😎 Check out the full video to see in-depth look at our biggest integration yet with Holistiplan, a quick update on Entity Ownership, and a sneak peek into our upcoming Boot Camp product training session. https://bit.ly/4cKinBP
Learn how to overcome 5 common sales challenges and elevate your sales process Full article👇 https://hubs.li/Q02DhBTR0
According to our recent advisor survey, 71% of respondents expressed a desire to include more holistic services in order to attract and retain clients. See what else the advisors had to say about the state of the wealth management industry and the role technology plays as the industry continues to evolve. Check out the full data 👇 https://hubs.li/Q02DhKYV0