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 ...
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 ...
Business Wire

Asset-Map Partners with Cetera to Empower Financial Professionals with the Leading Advice Engagement Experience

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map, the leading financial advice engagement experience for financial professionals, today announced a partnership with Cetera to bring its visualized financial ...
WealthManagement.com

WealthStack Roundup: Asset-Map Partners With Cetera; Elements Receives $5M in Funding; Lumiant Partners With DMW Strategic Consulting

This week, Asset-Map partnered with Cetera, Elements received $5 million in funding from Flyover Capital, and Lumiant partnered with DMW Strategic Consulting. “The takeaway in all these cases is that ...