Main Line

Asset-Map Named as the Top Financial Planning Software by Financial Advisors

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 ...
The Reporter

Asset-Map Launches 2x Faster User Experience to Bolster Speed of Advice for Financial ...

PHILADELPHIA, March 16, 2021 /PRNewswire/ — Asset-Map, the premier visualized financial advice engagement experience for financial professionals, today announced an enhanced User Experience for its ...
Accounting Today

Vendor Spotlight: Asset-Map

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 ...
TMCnet

From Client Conversations to Financial Plans: Asset-Map and Jump Integration Powers ...

As a result of the integration, mutual users can leverage Jump's AI technology to capture and process client meetings, automatically extracting prioritized insights and intelligently suggesting ...
Main Line

Asset-Map

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 ...