Trending...
- "I'm Sicka Church Too: Give Me Kingdom!" Ignites a Powerful Call for Healing and Truth
- Assymetrix Launches the Deepest Independent Prediction Market Data API
- Brian Keenan Joins ALLY Construction Services as Director of Business Development
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 planning and advice-led solutions to the organization's 8,000 independent financial professionals.
This partnership will deliver to Cetera's independent financial advisors, tax professionals, banks, and credit unions full access to the specialized planning tools that Asset-Map offers to thousands of financial professionals across the globe. In addition to Asset-Map Reports helping elevate the firm's client meeting experience by visualizing an entire household's financial holdings in a singular, interactive view, financial professionals will have access to Discovery™ Interview for direct-to-member prospecting and fact-finding, Signals™ event risk indicators, and Target-Maps™ to assist with goals-based financial conversations.
"We are excited to start this endeavor with Cetera and support their deep commitment to their members' advice delivery experience," shares H. Adam Holt, CEO of Asset-Map. "Delivering financial guidance for households today requires both technology facilitation and human intelligence. The combination of Cetera's experienced financial professionals with the Asset-Map Platform sets up an unparalleled opportunity to support their clients' financial journey."
More on The PennZone
Since its inception, Cetera has evolved to help financial professionals succeed so their clients can pursue more at every stage of life, and recent trends toward preferencing an Advice-Centric Experience® led the organization to select Asset-Map as a preferred advice engagement solution. Each financial professional now has the option to add Asset-Map to their practice and offer more personalized and specialized service and support.
"Asset-Map helps our firm identify and uncover assets held elsewhere in the clearest and most approachable way I've ever used," says Mark Lyons, Financial Advisor at Millennium Financial Group, a Cetera-affiliated firm. "The Stencils feature provides our team with a simple and quick way to ask about different types of our client's accounts."
Organizations interested in learning more about how Asset-Map delivers specialized planning and digital advice at scale can learn more at https://www.asset-map.com/enterprise.
About Asset-Map
Asset-Map is a Software-as-a-Process experience for financial professionals who provide in-person and remote advice in the wealth management, banking, investment, and insurance markets. Typically included as part of the advice engagement process, Asset-Map centers around the digital visualization of household facts to build highly customized, design-thinking presentations in minutes that help advisors and their customers make better financial decisions. Asset-Map is used by thousands of professionals worldwide, 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.
More on The PennZone
About Cetera
Cetera Financial Group (Cetera) is a leading financial advice firm. It empowers the delivery of an Advice-Centric Experience® to individuals, families and businesses across the country through independent financial advisors as well as trusted tax professionals and banks and credit unions. It's headquartered at 200 N. Pacific Coast Highway, Suite 1200, El Segundo, CA 90245-5670.
Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research.
"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA/SIPC.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Cetera and Envestnet are separate and unaffiliated firms, and are not responsible for each other's services or policies. This release should not be construed as a recommendation or endorsement of any particular product, service, or firm.
Contacts
Kevin Santo
Water & Wall
516-506-8560
asset-mappr@waterandwall.com
This partnership will deliver to Cetera's independent financial advisors, tax professionals, banks, and credit unions full access to the specialized planning tools that Asset-Map offers to thousands of financial professionals across the globe. In addition to Asset-Map Reports helping elevate the firm's client meeting experience by visualizing an entire household's financial holdings in a singular, interactive view, financial professionals will have access to Discovery™ Interview for direct-to-member prospecting and fact-finding, Signals™ event risk indicators, and Target-Maps™ to assist with goals-based financial conversations.
"We are excited to start this endeavor with Cetera and support their deep commitment to their members' advice delivery experience," shares H. Adam Holt, CEO of Asset-Map. "Delivering financial guidance for households today requires both technology facilitation and human intelligence. The combination of Cetera's experienced financial professionals with the Asset-Map Platform sets up an unparalleled opportunity to support their clients' financial journey."
More on The PennZone
- Landmark Expands Services to Include Specialized Glass and Glazing Solutions Across Los Angeles
- As Pentagon Releases Ufo Files, Debut Ya Novel Predicted It All
- RAATV Premieres Original Reality Series "The Access Index: Jackson" June, 19
- Connecticut Resident Develops Patent-Pending Concept Exploring a New Approach to GPS Navigation
- JP Events Azerbaijan to Host 2nd Women in Motorsport Event During the Azerbaijan Grand Prix Week
Since its inception, Cetera has evolved to help financial professionals succeed so their clients can pursue more at every stage of life, and recent trends toward preferencing an Advice-Centric Experience® led the organization to select Asset-Map as a preferred advice engagement solution. Each financial professional now has the option to add Asset-Map to their practice and offer more personalized and specialized service and support.
"Asset-Map helps our firm identify and uncover assets held elsewhere in the clearest and most approachable way I've ever used," says Mark Lyons, Financial Advisor at Millennium Financial Group, a Cetera-affiliated firm. "The Stencils feature provides our team with a simple and quick way to ask about different types of our client's accounts."
Organizations interested in learning more about how Asset-Map delivers specialized planning and digital advice at scale can learn more at https://www.asset-map.com/enterprise.
About Asset-Map
Asset-Map is a Software-as-a-Process experience for financial professionals who provide in-person and remote advice in the wealth management, banking, investment, and insurance markets. Typically included as part of the advice engagement process, Asset-Map centers around the digital visualization of household facts to build highly customized, design-thinking presentations in minutes that help advisors and their customers make better financial decisions. Asset-Map is used by thousands of professionals worldwide, 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.
More on The PennZone
- MMA Platform Makes History, Pays Jamey-Lyn Horth After Fans Vote on UFC Winnipeg Robbery
- Resident Inspect Joins Property Meld Nexus Network with API Integration
- Premiere Venue Group Announces $25,000 Sponsorship to Support Ann's Heart Programs and Events
- L2 Aviation Awarded IDIQ Contract by the U.S. Army for M1A2 Abrams Tank
- Sycor.Rental Named Among 2026 Best Microsoft Dynamics ERP Supply Chain Solutions
About Cetera
Cetera Financial Group (Cetera) is a leading financial advice firm. It empowers the delivery of an Advice-Centric Experience® to individuals, families and businesses across the country through independent financial advisors as well as trusted tax professionals and banks and credit unions. It's headquartered at 200 N. Pacific Coast Highway, Suite 1200, El Segundo, CA 90245-5670.
Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research.
"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA/SIPC.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Cetera and Envestnet are separate and unaffiliated firms, and are not responsible for each other's services or policies. This release should not be construed as a recommendation or endorsement of any particular product, service, or firm.
Contacts
Kevin Santo
Water & Wall
516-506-8560
asset-mappr@waterandwall.com
Filed Under: Business
0 Comments
Latest on The PennZone
- HRC Fertility's Dr. Christo G. Zouves Appointed to San Mateo County Medical Association Board of Directors
- HealthBook+ and Stonebrook Risk Solutions Partner to Bring Predictive Intelligence to Healthcare Risk
- Umbrella Becomes First FinOps Platform to Support AWS Billing Transfer Onboarding
- RECYCLEXPERT FZE Strengthens Leadership in Data Destruction UAE and GCC with Certified Secure ITAD Services
- Plasma-Activated Nitric Oxide Cream Outperforms L-Arginine Skincare - New Research Explains Why
- Assymetrix Launches the Deepest Independent Prediction Market Data API
- CCHR: 'Plant-Based' Psychedelics Push Masks Synthetic Drugs and Billion-Dollar Profits
- BTR: i2 Group Launches i2 Amplify, a Community Platform for Intelligence Professionals Worldwide
- L.A. Watts Summer Games Announces Free Pelé Tribute Event at Magic Johnson Park
- SUMOFIBER Fuels Explosive Growth With netElastic vBNG
- Brian Keenan Joins ALLY Construction Services as Director of Business Development
- Burkentine Builders Recognizes Local Fire Departments As Part Of Their Live With Purpose Initiative
- God's Meal Barrel Raises $3,135 During Give Local York
- NRx Pharmaceuticals (N A S D A Q: NRXP) Accelerates Into National Spotlight as Manufacturing Launch, Federal Policy & AI-Driven Breakthroughs Converge
- Expanding Into High-Margin Battery Recycling With Black Mass Strategy plus Scaling AI Infrastructure & Global Supply Chain Platform: N A S D A Q: MWYN
- Long-Distance Couples Spend Nearly $7,000 on Travel Before Moving In Together, New Mayflower Research Finds
- Pittsburgh Author Embraces Wisdom in The Principal Thing
- "I'm Sicka Church Too: Give Me Kingdom!" Ignites a Powerful Call for Healing and Truth
- imggpt Launches AI-Powered GPT Image Generator and Photo Editor for Creative Teams
- Intuitive Flow Systems Launches Mokēd Meditation Whistle