Asset-Map August Monthly Memo
August Product Update Video
This month, we're highlighting a few of our highly-adopted features - like the Data Uploader and Questionnaires - that you may not know about! And check out new training options that can take your Asset-Map expertise to the next level.
We're Thrilled to Announce This Year's AdviceTech.LIVE Theme!
Elevating the Human Experience through Financial Technology.
Join this crowd-sourced event of fintech companies, professional advisors, thought leaders, and media as we create a total immersion program to see what's new from 20 companies and join forces in supporting our benefactor.
Our Expert Course is Now Available!
We recently launched our third and most advanced Asset-Map University course.
Get on-demand access to our CEO & Founder, H. Adam Holt, CFP®, and his 25 years of experience as a practicing financial advisor who will help you leverage Asset-Map to discover new revenue opportunities.
Digital Events to Power Up Your Practice
We're excited to let you know about some recent and upcoming online events designed to help your business excel with Asset-Map.
Recommended by LinkedIn
Join us next month as we cover how to mine your book of business to uncover new opportunities using columns and filters in your Household Index. You'll also learn how to efficiently run analyses and build recommendations using our Signals and Target-Map features.
In this webinar, we teamed up with fpPathfinder to discuss how to navigate client conversations and planning opportunities surrounding the looming TCJA sunset.
In this webinar, we covered the interactive reports in Asset-Map such as Balance Sheet, Beneficiary Report, and Policy Summary. We also showcased a new feature enhancement that allows you to visualize beneficiaries like never before.
Asset-Map in the News
See what everyone is saying about our conversation-starting software. Catch up with the latest interviews, articles, and news from our team.
We were featured in the Wealth Management Midyear Outlook! Check out the featured article where our CEO & Founder, H. Adam Holt, CFP®, ChFC® , covers the key to the great wealth transfer.
Kirsty Du Toit CFP ® , from our South Africa team, joined PROpulsion to talk about her innovative approach to shifting from traditional financial planning to advice engagement.