Asset-Map June Monthly Memo
June Product Update Video
We're kicking off the summer with some new and awesome updates!
Check out the video to see our integration with Holistiplan, updates on Entity Ownership, and a sneak peek into our upcoming Boot Camp training session.
Our Newest Integration with Holistiplan
We're excited to announce a new integration with tax planning software, Holistiplan!
The integration allows you to effortlessly upload clients’ tax returns and instantly generate a personalized tax planning report, complete with professional branding, in a matter of seconds. This makes the process seamless and hassle-free for both advisors and clients.
Webinar Replay: Target-Map Enhancements
Our recently released feature, Target-Map Comparisons, was highlighted in this month's Accelerate webinar replay.
See how you can leverage Target-Maps to assess goals and needs, as well as help illustrate whether your clients are fully funded, underfunded, or overfunded.
Summer 2024 Virtual Boot Camp (August 6 - 8) is Coming Up!
Don't forget to secure your spot for our quarterly Boot Camp training!
Seats are filling up fast, so use early-bird code EBMAY35 for an exclusive 35% off your registration!
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.
Upcoming Live Training Webinar: Mastering Asset-Map's Fact-Finding Process
In this webinar, see how utilizing Asset-Map’s fact-finding features can enhance and streamline your data entry workflows and help you get client data into the Asset-Map platform faster than ever before.
Upcoming Live Webinar: Affinity Roundtable Meetings Hosted By Females & Finance
Join our CEO, H. Adam Holt, July 30th at the Affinity Roundtable Meeting hosted by Females & Finance, where he'll be guest speaking with the Male Ally Network.
We teamed up with Holistiplan for a deep dive into our newest integration that provides quick and easy access to all the in-depth tax tools you need combined with visual maps to guide your client conversations.
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.
WealthManagement.com 2024 Industry Awards Finalists / Honorees
Asset-Map was named as finalist for four nominations for this year's Wealth Management awards!
We were recently featured in Craig Iskowitz's podcast, Wealth Tech Today, where he covered out latest integration and partnership with Holistiplan.