WealthStack Roundup: Asset-Map Launches Growth Partners Program

In other advisor technology news, Jump introduces AI onboarding tools, while Taxfyle debuts tax planning for RIAs and ...
Barron's

Cetera Taps Asset-Map to Give Its Advisors a Picture of Clients’ Finances

Cetera advisors will soon be able to offer their clients what Asset-Map’s CEO dubs a financial X-ray. Cetera Financial Group, a network of independent broker-dealers, is partnering with Asset-Map to ...
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 ...
Morningstar

Timely Insights Surfaced During Client Meetings Thanks to New Asset-Map, Contio Integration

Client meetings are where relationships are forged; leveraging this new partnership arms advisors with critical, timely and easily-understandable information. Asset-Map Holdings, Inc. (“Asset-Map”), ...
Finextra

QuantCube launches Asset Mapping database for risk monitoring and ESG compliance

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 ...
Asset Servicing Times

QuantCube Technology launches Asset Mapping database

QuantCube Technology has launched its Asset Mapping database, designed to fill the data gap facing banks, insurance companies, asset managers and corporates as they seek to monitor the risk exposure ...