The Middletown Press

Middletown Works reveals interactive asset mapping project

MIDDLETOWN — Middletown Works, a Working Cities Challenge Initiative of the Federal Reserve Bank of Boston, is well into its third year, and has recently taken the lead on developing an interactive ...
Financial Planning

Tech Spotlight: Asset-Map on building a plan you 'can't unsee'

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 ...
Technical

Asset-Map

Asset-Map is changing the way financial professionals do business. We’re an advisor FinTech company that visualizes a client’s complete financial inventory on one page. With Asset-Map, advisors can ...
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 ...
Morningstar

Asset-Map® Offering Visualized Planning and Advice-Led Solutions to LPL Financial’s Advisors Through a Strategic Agreement

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 ...
Morningstar

Asset-Map and eMoney Advisor Integrate, Bringing Powerful Visual Planning Insights into Client Conversations

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 ...