Asset-Map November Monthly Memo
First and foremost, have a happy Thanksgiving!
In this month's video update, we're showcasing a brand-new instrument type within the platform that allows you to log legal documents within the Asset-Map Report. Plus, check out a breakdown of our CEO's presentation from AdviceTech.LIVE detailing some recent and soon-to-be-released features.
🎬 And that's a wrap on our fifth annual AdviceTech.LIVE event!
Our two-day event featured 20 live tech reveals, several speaker and panel sessions, and a collective donation of $37,500 to Philly Phinancial Week! Check out what WealthManagement.com had to say about the event.
You can now relive the magic of AdviceTech.LIVE by visiting our YouTube channel (don't forget to subscribe!).
If you're the CFO of your clients' financial situation, you have the opportunity to provide conversational planning around their legal arrangements and documents.
Our newly released Legal Instruments enhancement provides a means to document and track your clients' legal arrangements within the household. Now you can include this powerful conversation tool and helpful documentation in client-facing reports.
What actions are you taking as an advisor to get in front of the next generation of clients in advance of the Great Wealth Transfer?
Hear from our CEO and Founder, H. Adam Holt, as he shares key insights on the $83 trillion generation wealth transfer.
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Join us on the first Monday of every month at 12 PM ET to learn how to strategically and effectively market Asset-Map as a value-add to your clients and prospects.
We'll cover best practices for leveraging our email templates, social posts, and videos. Plus, see how to use Discovery to generate leads, introduce Asset-Map in meetings, and much more.
In this webinar, get an in-depth look at features like Client Portal, Target-Map Comparisons, Beneficiary Visualization, Sidebar, Relationship Maps, Legal, and more! You'll also get tips on how you can implement these features into your practice in the new year.
In this webinar, we introduced our latest feature: Relationship Maps. This powerful solution gives financial professionals like you a clearer, more comprehensive view of your clients' key relationships, helping you visualize family ties and critical financial/personal connections.
Hear from our CEO and Founder, H. Adam Holt, and Founder and CEO of Couplr AI, Derek Notman—co-hosts of the Rethink Financial Advice podcast—as they take an in-depth look at 6 themes shaping your practice.
Check out the full AccountingToday article to learn more about how our new features empower advisors to lead discussions around family planning, trust and corporate entity structure, non-traditional family situations, and more!
We were honored to be featured in Investment News list for Best New Technology and Software for Investment Management Professionals!