Asset-Map July Monthly Memo
July Product Update Video
This month, we’re demonstrating our new Sidebar functionality, showing you a helpful new visualization option for beneficiaries and their allocations, and touching quickly on two insurance options you can now add to the Asset-Map Report.
Interactive Reports and Creating Deliverables in Asset-Map August 22nd, 2024 | 3:00 p.m. ET
Join us next month as we cover the interactive reports in Asset-Map, such as Balance Sheet, Beneficiary Report, and Policy Summary.
See how you can create robust, meaningful deliverables for your clients using various reports within Asset-Map. Also, learn more about our new feature enhancement that allows you to visualize beneficiaries like never before!
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.
In this webinar, we teamed up with Addepar to show you how to integrate portfolio data from Addepar into Asset-Map to help bridge the gap with clients as a wealth manager.
In this webinar, see how utilizing Asset-Map’s fact-finding features can enhance and streamline your data entry workflows and help you get client data into the Asset-Map platform faster than ever before.
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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.
Our CEO, H. Adam Holt, joined the Mitlin Financial podcast to discuss his journey from a financial planner to founding Asset-Map, how visualization can help you understand complex financial plans, and more!
Our VP of Community, Alison Susko, joined a panel discussion from Retiretech Vegas to talk about finding, funding, and improving the future retirement of GenX and GenZ.
Asset-Map on the Airwaves: New Podcast Available
Stay up-to-date with all things Asset-Map by enabling our Amazon Skill and then saying, "Alexa, play the latest update from Asset-Map."
Adam Holt is joined by Breanna Blaney, VP oat Dimensional Fund Advisors, who share a riveting conversation on the intersection of financial advice, personal wellness, and human ingenuity. Hear how the principles of yoga and Ayurveda can infuse meaning into financial practices, and discover actionable steps advisors can take to be more empathetic, holistic, and ultimately, transformative for their clients.
Amazon Skill? Who the hell even uses those? 😂😆😂🤣🤣😂🤯🔫 Who wakes up in the morning and thinks, "Oh man, I'm so stoked to talk to my Amazon Echo about Asset-Map today!" 😂