WealthStack Roundup: Asset-Map Launches Growth Partners Program

In other advisor technology news, Jump introduces AI onboarding tools, while Taxfyle debuts tax planning for RIAs and ...
TMCnet

Asset-Map Launches Growth Partners Program and Growth Studio to Help Financial Advisors Build Thriving Practices

Together, Growth Studio and the Growth Partners support Asset-Map advisors as they expand their reach, execute outstanding client service, and elevate their business. Advisors are invited to join the ...
Business Wire

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

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier visual financial conversation tool for advisors, today announced a new integration with eMoney Advisor (“eMoney”), a ...
Morningstar

Timely Insights Surfaced During Client Meetings Thanks to New Asset-Map, Contio Integration

Client meetings are where relationships are forged; leveraging this new partnership arms advisors with critical, timely and easily-understandable information. Asset-Map Holdings, Inc. (“Asset-Map”), ...