March Monthly Memo
Now Available: Client Portal
Provide your clients secure, on-demand access to the Asset-Map experience and empower their financial journey.
With the Client Portal, deliver more personalized service at scale, build goodwill through transparency, and create a more interactive experience for your clients.
Asset-Map Honored as Best Financial Planning Platform by FinTech Breakthrough Awards
We're excited to announce that we've been selected as the Best Financial Planning Platform category winner in the 2024 Fintech Breakthrough Awards.
Asset-Map was recognized for its industry-leading financial planning solutions and broader dedication to empowering financial advisors to work efficiently and communicate more effectively with their clients.
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 live training webinar, we covered how to leverage your Household Index to mine your book of business for new opportunities. You'll also see how to apply Stencils to your households in a strategic way to drive productive conversations.
Recommended by LinkedIn
In this interactive webinar, we covered how to remove the “friction” from the estate planning process so your clients finally get this important step done. We also covered connecting your clients with a real lawyer to create high-quality estate documents in real-time, and at a fraction of the usual cost.
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 Lauren on the Out & About Communications Podcast to talk about the history of Asset-Map, the importance of simplicity in delivery, leveraging technology to maximize humanness in the advisory space, and more!
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 and Derek as they dive into what the REBL Dads community is, how it came to be, and the deep and meaningful experience shared by a group of dadpreneurs on Necker Island.
Join Adam and Derek as they explore this topic and many more with their friend, fellow REBL Dad, and industry expert Jamie Hopkins.