Asset-Map Platform
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04/23/2026
Early retirement looks great... until healthcare hits the plan.
In our upcoming webinar, we’ll show you how to use Asset-Map + Move Health to surface pre-Medicare risk in real time, pressure test a 58-retirement scenario, and rework it on the spot so clients still retire on time.
Want a clearer way to answer “Can I actually retire early?”
Secure your spot 👇https://hubs.li/Q04df8BS0
What if your client meetings felt more like conversations than data dumps?
🎙 Our VP of Community, Alison Susko, joined the Optimized Advisor Podcast, hosted by Scott Heinila, to talk about conversational financial planning, leveraging visualization, and using integrations (like eMoneyAdvisor LLC) to uncover gaps and scale without losing the human touch.
Check out the full episode 👇
https://hubs.li/Q04c-wMv0
04/13/2026
Give a big welcome to our newest Asset-Map team member, Devon Hodges!
We're excited to be bringing her on as an Implementation Advisor!
Please join us in celebrating Devon by sending congratulations her way. 🎉
04/10/2026
"It's going to be an artisan experience."
— Jeff Ferraris, Director of Investment Services at UFCU
In a future flooded with automation, the craft of delivering a human experience is what makes an advisor's work worth paying for.
It's the ability to walk into a complicated conversation, sit with the uncomfortable emotions that come out, and make that person across the table feel understood.
That moment is the differentiator. And technology is what makes space for it.
Download "Advice Delivery in 2030" → https://hubs.li/Q049GDL90
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Bala Cynwyd, PA
