Chester County News and Community Website
PHILADELPHIA, PA — Asset-Map Holdings Inc. has integrated its financial planning platform with artificial intelligence assistant Quin, allowing financial advisors to automate client record updates, meeting preparation and follow-up communications …
Asset-Map, Quin Integrate AI to Automate Financial Advice Read More PHILADELPHIA, PA — Asset-Map Holdings has launched a new growth program and marketing service aimed at helping financial advisors attract clients and expand their businesses, as independent registered investment advisors …
Asset-Map Launches Advisor Growth Program as RIAs Seek New Clients Read More PHILADELPHIA, PA — Asset-Map has integrated meeting management platform Contio into its financial planning software, expanding its technology ecosystem as wealth management firms increasingly adopt artificial intelligence tools to streamline …
Asset-Map Adds Meeting Automation Through Contio Integration Read More PHILADELPHIA, PA — Asset-Map Holdings, Inc. announced a new integration with Jump, marking one of Asset-Map’s first moves into artificial intelligence as it seeks to streamline how financial advisors capture, …
Asset-Map Taps AI With Jump Integration to Turn Advisor Meetings Into Action Read More
PHILADELPHIA, PA — Asset-Map Holdings, Inc. has announced a new integration with eMoney Advisor, a widely used financial planning platform, creating a unified experience that blends deep planning capabilities with …
Asset-Map and eMoney Join Forces to Transform Advisor–Client Transparency Read More