Cheryl Nash becomes the newest member of Asset-Map’s board, joining fellow independent executives across wealth management and financial services.
Read More
This article delves into the rise of tech in wealth management, the essential features of modern tools, and how integrating these tools can future-proof wealth management practices.
Read More
This article delves into the varied aspects of small business financial planning, from cash flow management to retirement planning, and illustrates how Asset-Map can be a pivotal tool in crafting a solid financial plan for entrepreneurs.
Read More
In the coming years, these emerging trends will shape the financial planning landscape. Get familiar with these trends and make sure that you’ll adapt to these changes to stay ahead in the industry.
Read More
In this article, we’ll discuss the day-to-day responsibilities of an FP&A analyst and the software they use to complete their duties.
Read More
As CEO and Advisor Advocate at Forefront Wealth Partners, Eric Negron, CEPA®, is on a mission to empower advisors and create real, tangible results for clients. Read on to learn how Negron used Asset-Map’s intuitive deliverables, hands-on training, and scalable tools to revolutionize Forefront’s processes and boost conversion rates by 40% across the board.
Read More
Drafts provide the opportunity to create placeholder views within a household to visually illustrate proposed changes to a client’s Asset-Map without impacting the original household data.
Read More
Asset-Map subscribers will now be able to incorporate commonly formatted questionnaires directly into Asset-Map so that the vital information of a client household is in one place. Custom Questionnaires can be sent to the client as a meeting takeaway or completed in the meeting.
Read More