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 ...

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 ...

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 an agreement with Morningstar to ...

Asset management hardly makes hearts race. It’s also not a subject that’s usually under the CIO remit, but instead languishes organizationally somewhere around the level of Facilities or Real Estate.