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 ...
Next time you go for a walk through your neighborhood, make a list of every place where food is grown or provided and where it’s not, such as the 20-block stretch that has no grocery store or food ...
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 ...
PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced a new integration with Schwab ...
PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier visual financial conversation tool for advisors, today announced a new integration with eMoney Advisor (“eMoney”), a ...
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