Value proposition: Provider of a client-profiling tool for advisors and their clients that enables household visualization for communication, sales and educational purposes. The executive team: H.

Philadelphia, Aug. 28, 2018 - Today, Asset-Map announces a new integration with Orion Advisor Services (“Orion”), the premier portfolio accounting solution provider for registered investment advisors.

RoadBotics, a startup that’s made its name offering a way to use smartphones to find cracks and potholes in roads, is now offering users the ability to map assets. “We are excited to release a product ...

LONDON & PHILADELPHIA--(BUSINESS WIRE)--Plannr Technologies, a leading UK-based provider of CRM software, and Asset-Map Holdings, Inc. (“Asset-Map”), the premier modern financial planning tool for ...

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 ...

Communities looking to promote innovation can now inventory their assets through a new “asset map” tool from the North Carolina State Institute for Emerging Issues, RTI International and several other ...

PHILADELPHIA, Aug. 19, 2021 /PRNewswire/ — Asset-Map, the premier financial advice engagement experience for financial professionals, today announced the expansion of its advice platform with ...