That's how H. Adam Holt describes what his tech company, Asset-Map, does for advisors by drawing out an interactive map of a client's entire financial life, from investments to insurance to taxes and ...

Map to Buried Treasure with a lot of extra elements... sets a nice visual story. Great for Pirate or Adventure Themes... For decades, financial literacy programs have promised transformation.

Communities across the world have been transformed through Asset Based Community Development (ABCD), a strength-based approach to change. ABCD builds community from ...

Alternative data analytics specialist QuantCube Technology today announced its Asset Mapping database, designed to fill the data gap facing banks, insurance companies, asset managers and corporates as ...

There might be one or two accountants out there who like digging through documents over and over again to find the information they need, but for everyone else there's Asset-Map. Processing Content ...

Two advisor technology companies have unveiled significant new offerings this week, each taking a distinct approach to the increasingly central growth challenge plaguing independent financial advisors ...