Value proposition: Provider of a client-profiling tool for advisors and their clients that enables household visualization for communication, sales and educational purposes. The executive team: H.

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.

RoadBotics, a startup that’s made its name offering a way to use smartphones to find cracks and potholes in roads, is now offering users the ability to map assets. “We are excited to release a product ...

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 ...

Communities looking to promote innovation can now inventory their assets through a new “asset map” tool from the North Carolina State Institute for Emerging Issues, RTI International and several other ...

This week, Asset-Map partnered with Cetera, Elements received $5 million in funding from Flyover Capital, and Lumiant partnered with DMW Strategic Consulting. “The takeaway in all these cases is that ...

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 ...

Map to Buried Treasure with a lot of extra elements... sets a nice visual story. Great for Pirate or Adventure Themes... For decades, financial literacy programs have promised transformation.

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 ...