New integration enables advisors to import eMoney household financial planning data into Asset-Map for clearer conversations and client-ready reports Asset-Map Holdings, Inc. (“Asset-Map”), the ...
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 ...
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 ...
The purchase of HerculesAI’s legal tech assets represents the latest in a series of moves by Aderant to expand its AI offerings. Legal business management software provider Aderant on Thursday ...
Third-party cyber risk intelligence firm Black Kite Inc. today announced new cloud asset mapping capabilities that enhance vendor risk management and deliver new levels of visibility. The new ...
Global fintech provider Asset-Map is helping its US advisor users incorporate more tax planning into their client conversations through a new integration with Holistiplan. The partnership aims to ...
Alternative data analytics specialist QuantCube Technology today announced its Asset Mapping database, designed to fill the data gap facing banks, insurance companies, asset managers and corporates as ...
The addition of Redjack’s technology will expand the capabilities of the Lansweeper platform to provide more data about network connections and application dependencies – key for cybersecurity and ...
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.