That's how H. Adam Holt describes what his tech company, Asset-Map, does for advisors by drawing out an interactive map of a client's entire financial life, from investments to insurance to taxes and ...

New integration enables advisors to import eMoney household financial planning data into Asset-Map for clearer conversations and client-ready reports Asset-Map Holdings, Inc. (“Asset-Map”), the ...

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 ...

As financial planning becomes more accessible, the U.S. population is looking to become more “financially fit.” Advisors can help clients achieve this by having a deep understanding of their client’s ...

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 ...