The Reporter

Asset-Map Introduces Signals, an Algorithmic Solution to Proactively Identify the Risk of Disruptive Financial Planning Events

PHILADELPHIA, Aug. 19, 2021 /PRNewswire/ — Asset-Map, the premier financial advice engagement experience for financial professionals, today announced the expansion of its advice platform with ...
Accounting Today

Vendor Spotlight: Asset-Map

There might be one or two accountants out there who like digging through documents over and over again to find the information they need, but for everyone else there's Asset-Map. Processing Content ...
Financial Advisor

Asset-Map Welcomes FinTech Industry Veteran John DeVincent to Their Board of Directors

- Today, Asset-Map announces that John DeVincent has joined the company’s Board of Directors, bringing more than 20 years of financial client service and marketing experience. As Chief Experience ...
Business Wire

Asset-Map Partners with Cetera to Empower Financial Professionals with the Leading Advice Engagement Experience

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map, the leading financial advice engagement experience for financial professionals, today announced a partnership with Cetera to bring its visualized financial ...
The Globe and Mail

Asset-Map Announces Collaboration with Morningstar

Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced an agreement with Morningstar to make Asset-Map’s ...
Business Wire

Asset-Map® Announces New Integration with Schwab Advisor Center®

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced a new integration with Schwab ...