Articles from Asset-Map Holdings, Inc.

Asset-Map Holdings, Inc. (“Asset-Map”), the premier visual financial conversation tool for advisors, today announced a new integration with eMoney Advisor (“eMoney”), a leading provider of financial planning software.

Asset-Map Holdings, Inc. (“Asset-Map”), the premier modern financial planning tool for financial professionals, today announced a new integration with Holistiplan, the industry-leading tax planning software for financial advisors.

Asset-Map Holdings, Inc. (“Asset-Map”), the premier modern financial planning tool for financial professionals, today announced the appointment of Cheryl Nash to the company’s Board of Directors, effective immediately. Nash is the newest member of Asset-Map’s board, joining fellow independent executives across wealth management and financial services.

Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced a new integration with Schwab Advisor Services, which will allow Asset-Map’s industry-leading visual financial advice engagement experience to be integrated with Schwab Advisor Center’s® APIs, providing advisors with valuable information to better serve their clients.

Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced the agenda and benefactors for AdviceTech.LIVE 2023, its fourth annual industry crowd-sourced virtual showcase.

Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced the close of a $6 million Series B funding round.