PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced a new integration with Schwab Advisor Services, which will allow Asset-Map’s industry-leading visual financial advice engagement experience to be integrated with Schwab Advisor Center’s® APIs, providing advisors with valuable information to better serve their clients.
“As the wealth management industry continues to evolve, it’s paramount that advisors have access to modern financial planning tools that allow them to have proactive and holistic conversations with their clients, while also differentiating themselves in an increasingly competitive market,” said H. Adam Holt, CEO of Asset-Map. “I'm looking forward to collaborating with Schwab, as we both share an ongoing commitment to effective and personalized advice delivery.”
As a result of this integration, advisors who custody with Schwab Advisor Services will gain the ability to quickly and accurately populate Asset-Map's product offerings with Schwab positions and balances data for accounts, ensuring a seamless workflow experience.
“We’re thrilled to offer Asset-Map's capabilities to our network of independent advisors as they work to offer increasingly tailored solutions to their clients,” said Alison Dooher, head of Digital Advisor Solutions. “This integration was a natural fit, as we’re committed to supporting the next generation of independent advice professionals and meeting the evolving needs of their clients. Offering a seamless and modern solution that will encourage proactive client conversations perfectly aligns with our goal of helping advisors deliver personalized service at scale.”
The Asset-Map® Platform™ provides visually interactive software to wealth management, investment, tax, and insurance professionals. Typically included as part of the financial planning engagement process, Asset-Map offers a financial picture that’s worth a thousand decisions, helping advisors and their clients collaborate and make better financial decisions. Ultimately, Asset-Map’s rapid visualization allows advisors and their clients to quickly and efficiently build shared trust and understanding, dedicating more time to the decisions that matter most to each individual.
Headquartered in Philadelphia, Asset-Map employs 45 total professionals. The company was recognized as the Top Specialized Planning Application at the 2020, 2021, 2022, and 2023 WealthManagement.com Industry Awards and has been featured in Barron’s, Forbes, and Investment News, among others.
Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, Asset-Map is on a mission to elevate the financial wellness of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that empowers humans to easily comprehend, discuss, and make smart financial decisions now and in the future. Asset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 1.25 million people and $1.5 trillion in financial instruments. To learn more about Asset-Map, visit www.asset-map.com.