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, the leading financial advice engagement experience for financial professionals, today announced a partnership with Cetera to bring its visualized financial ...

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier visual financial conversation tool for advisors, today announced a new integration with eMoney Advisor (“eMoney”), a ...

PHILADELPHIA–(BUSINESS WIRE)–Asset-Map Holdings, Inc. (“Asset-Map”), the premier modern financial planning tool for financial professionals, today announced a new integration with Holistiplan, the ...

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 ...

CRM software provider Plannr Technologies and adviser tech provider Asset-Map Holdings have announced a new integration to “transform” advice experiences in financial planning practices in the UK. The ...

Advisors using both SS&C Advent’s Black Diamond portfolio management and reporting system and the personal finance visualization software Asset-Map now have a tighter data integration. As a result, ...