InvestmentNews

Fintech bytes: Focal, Asset-Map forge insight-oriented integrations

Focal, the San Francisco-based AI startup that secured $5 million in an October fundraising round last year, is pushing ...
TMCnet

From Client Conversations to Financial Plans: Asset-Map and Jump Integration Powers Actionable Planning Next Steps

As a result of the integration, mutual users can leverage Jump's AI technology to capture and process client meetings, automatically extracting prioritized insights and intelligently suggesting ...
The Reporter

Asset-Map Introduces Signals, an Algorithmic Solution to Proactively Identify the Risk of Disruptive Financial Planning Events

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 ...
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 ...
Business Wire

Asset-Map Announces Collaboration with Morningstar

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced an agreement with Morningstar to ...