PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced the close of a $6 million Series ...

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--(BUSINESS WIRE)--Asset-Map, the leading financial advice engagement experience for financial professionals, today announced a partnership with Cetera to bring its visualized financial ...

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 ...

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 ...

Asset-Map Holdings Inc. (“Asset-Map”), the premier modern financial planning tool for financial professionals, today announced a strategic relationship with LPL Financial, a leading investment ...

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. The ...

A new partnership announced by Asset-Map and Redtail Technologies aims at combining the firms’ customer relationship management (CRM) capabilities. Moving forward, subscribers of both the Asset-Map ...

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 ...

SUMMARY: The FHWA is issuing this final rule to address three new requirements established by the Moving Ahead for Progress in the 21st Century Act (MAP-21). First, as part of the National Highway ...