Over 1 million people are using Asset-Map with their advisors to gain financial clarity. What’s more, we have over $1.4 trillion financial instruments mapped in Asset-Map. Watch the video to see how we can help your clients visualize the possibilities.
Females & Finance has been a fantastic community of shared values and accelerated conversations. We have connected with new customers, helped other members find their dream employment, received brand exposure, supported and learned more about an important mission, and built rewarding friendships that will last a lifetime. An Asset-Map report visually organizes all of a household’s finances in a clear graphical layout, allowing Advisors to apply their professional insight in real-time.
- H. Adam Holt, CFP®, ChFC®
Contact Information
Address: 225 Arch Street, First Floor, Philadelphia, PA 19106
Phone: 888-664-8850
Asset-Map Has Partnered with Females & Finance!
Boost client retention and increase revenue in today's competitive landscape by using the industry's leading client data visualization and engagement tool.
I have always considered myself both a student and a teacher - driven to explore, understand and communicate the complexities in the finance, business, legal and tax environments. I take great pleasure in breaking down the complex into manageable distinctions for my clients and colleagues. The evolution of Financial Planning as a profession has required not only a specific understanding of the nuances of markets (including commoditized products such as investments and insurance), but also the point in our life journey, environment and business will drive future opportunities and challenges. As such an advisor, I have aligned myself with other forward-looking professionals and continually seek those that value a consultative approach premised on communicating thoughtful and intelligent analysis.
Alison Susko
Vice President of Community
I am the Vice President of Community at Asset-Map, a financial technology firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey. I have been working in the financial technology industry for almost 15 years specializing in Account Management, Training and Partnership Development/Growth. Before joining Asset-Map in 2018, I worked at eMoney Advisor where I oversaw Account Development and Enterprise Relationships and Docupace Technologies where she created and ran their
Training Department.
T.J. Hill
Vice President of Digital Marketing
VP of Marketing deeply committed to providing businesses with the expertise to manage evolving technologies and multimedia platforms through innovative and effective campaign strategy. Extensive experience leading creative and strategic integrated marketing initiatives to increase engagement and drive revenue.
