Asset-Map May Monthly Memo
May Product Update Video
This month's update is packed with new and exciting enhancements!
Get the latest news on Target-Maps enhancements, which includes Target-Maps Comparisons and a new summary page, a new integration with Plannr, and a sneak peek at a highly requested integration coming to the platform in June.
Introducing Target-Maps Comparisons June 20th, 2024 | 3:00 p.m. ET
Join us next month as we cover Asset-Map's newest feature, Target-Maps Comparisons.
See how to leverage Target-Maps to assess goals and needs, illustrate how funded your clients are compared to their goals, and preview the new Target-Maps Summary Page.
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 will cover Asset-Map's newest feature - Target-Maps Comparisons. This feature allows you to select up to three Target-Maps at a time to make quick adjustments to areas, such as Expected Net Return on Capital, Annual Increase of Contributions, and Duration of Contributions.
In this webinar, we showcased the power of Asset-Map Signals. This feature uncovers potential scenarios that may require a deeper analysis and can be leveraged to fill in gaps for missing information.
Check out the Caribou + Asset-Map webinar replay to experience a discussion on how advisors can effectively engage with clients and prospects by creating meaningful touchpoints during life events.
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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 and leaders from FP Alpha and YourStake are quoted in InvestmentNews on how advisors should be approaching AI and creating a cohesive AI strategy.
Our CEO, H. Adam Holt, was also featured in Wealth Professional Canada where he discussed how visualization can help address financial literacy gaps.
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."
Join Adam, Derek, and special guest Ashley Quamme, Fractional Financial Behavior Officer for firms and advisors, as they talk about the shift to human-first advice and what it means for advisors.
Join Adam, Derek, and their friend George Nichols III, President and CEO of The American College of Financial Services, where they’ll talk about shifting consumer expectations and how the College is evolving to meet these demands while also expanding their support to advisors to help them thrive