PHILADELPHIA, Aug. 19, 2021 /PRNewswire/ — Asset-Map, the premier financial advice engagement experience for financial professionals, today announced the expansion of its advice platform with ...
PHILADELPHIA, April 1, 2021 /PRNewswire/ — Asset-Map, the premier financial advice engagement experience for financial professionals, has received the highest user rating among the top financial ...
PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced an agreement with Morningstar to ...
New integration enables advisors to import eMoney household financial planning data into Asset-Map for clearer conversations and client-ready reports Asset-Map Holdings, Inc. (“Asset-Map”), the ...
Asset-Map Announces Two New Features, With Three More Upcoming, at Annual AdviceTech.LIVE Conference
PHILADELPHIA, November 12, 2024--(BUSINESS WIRE)--Asset-Map Holdings Inc. ("Asset-Map"), the premier modern financial planning tool for financial professionals, today announced two new features ...
Asset-Map has announced a new integration with eMoney Advisor, aiming to help financial advisors bring greater clarity to client discussions by combining eMoney’s planning data with Asset-Map’s visual ...
Focal, the San Francisco-based AI startup that secured $5 million in an October fundraising round last year, is pushing deeper into behavioral finance, rolling out an integration with Shaping Wealth ...
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