On Tuesday, Asset-Map, the popular visualization software provider announced the firm had closed a $6 million Series B funding round. Headquartered in Philadelphia, Asset-Map, with a workforce of 40, ...
New curated growth program pairs Asset-Map's visual planning platform with best-in-class advisor growth tools — including the debut of Growth Studio, Asset-Map's subscription marketing program for ...
That's how H. Adam Holt describes what his tech company, Asset-Map, does for advisors by drawing out an interactive map of a client's entire financial life, from investments to insurance to taxes and ...
PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced a new integration with Schwab ...
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 ...
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 ...
QuantCube Technology has launched its Asset Mapping database, designed to fill the data gap facing banks, insurance companies, asset managers and corporates as they seek to monitor the risk exposure ...
There might be one or two accountants out there who like digging through documents over and over again to find the information they need, but for everyone else there's Asset-Map. Processing Content ...
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