Asset-Map’s Post

🥁 Drumroll please...🥁 The winner of the #AdviceTechLIVE Industry Disruptor award goes to...Holistiplan!

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H. Adam Holt, CFP®, ChFC®

CEO & Founder at Asset-Map Holdings, Co-host of Rethink the Financial Advisor Podcast, International Keynote Speaker, and "Recovering" Financial Advisor.

2w

Such a dominant player in Holistiplan not only winning Industry Disruptor, but three other fintechs showed their integrations with them on main stage (Asset-Map , Bento Engine and Pulse360 ) Says something for sure especially given Craig Iskowitz and Kristen Schmidt guidance that being a platform requires integrations of true value.

Sean M. Daly, CFA

Wealth & Asset Management

2w

Great session

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