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 modern financial planning tool for financial professionals, today announced a new integration with Holistiplan, the ...

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. ("Asset-Map"), the premier visual financial planning conversation tool for advisors, today announced its new integration with Jump, a leading ...

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 ...

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, June 24, 2026--(BUSINESS WIRE)--Asset-Map Holdings, Inc. ("Asset-Map"), the premier visual financial planning conversation tool for advisors, today announced the launch of Asset-Map ...

Philadelphia, Aug. 28, 2018 - Today, Asset-Map announces a new integration with Orion Advisor Services (“Orion”), the premier portfolio accounting solution provider for registered investment advisors.

Asset-Map announced the launch of Asset-Map Growth Partners, a curated program designed to connect financial advisors with vetted companies that can help them grow their practices. The company also ...

Personal finance visualization platform Asset-Map is now integrated with Orion Advisor Services’ portfolio accounting, the company announced today. Advisors are now able to access Orion household data ...

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 ...

Two advisor technology companies have unveiled significant new offerings this week, each taking a distinct approach to the increasingly central growth challenge plaguing independent financial advisors ...