Asset-Map Partners with Wealthbox to Streamline Financial Planning Visualization | Wealthbox CRM

Blog/ Partner Updates

Asset-Map Partners with Wealthbox to Streamline Financial Planning Visualization

September 15, 2020

Seeing is Believing

Today we’re happy to announce a new partnership with Asset-Map, a financial planning software for advisors, built to provide a visual representation of all of a household’s members, entities, financial assets, liabilities, cash-flows, and insurance policies. Through this new integration, financial advisors are able to import contacts from Wealthbox to quickly and easily build out households within Asset-Map.

(Advisors: Sign up to the Wealthbox + Asset-Map webinar to learn more about this new integration!)

Adam Holt, Founder and CEO of Asset-Map

“Imagine visually mapping an entire household – all of its members and their financial instruments – by simply clicking on a household member and pulling up their Wealthbox CRM information instantly on your screen,” said Adam Holt, Founder and CEO of Asset-Map. “That’s exactly what the functionality of our new integration with Wealthbox does as we continue to find ways to help advisors become as efficient as possible. Our partnership with Wealthbox also addresses the increasing need for advisors to easily access client information at their fingertips to help them make good decisions and set new standards for the delivery of financial advice.”

Dan Ferranti, cofounder and CTO of Wealthbox

“Asset-Map’s unique and innovative financial planning software is a fantastic fit in integrating with Wealthbox CRM for our mutual customers,” said Dan Ferranti, cofounder and CTO of Wealthbox. “We’re delighted to have Asset-Map join the growing Wealthbox ecosystem of leading wealth-tech vendors to help advisors help their clients.”

Join the Webinar

Interested advisors are invited to register for a live webinar on September 23rd at 2:00PM ET to learn how the Wealthbox integration with Asset-Map that helps advisors and their customers make better financial decisions. Sign up now!

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