Asset-Map is a Software-as-a-Process experience for financial professionals who provide in-person and remote advice in the wealth management, 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 1.1 million people and $1.4 trillion in financial instruments.
H. Adam Holt
With 24 years of experience in the industry, H. Adam Holt, CFP®, ChFC®, founded Asset-Map to provide advisors with a digital, advice-leading platform to elevate and simplify client communication and planning. With an artistic vision, strong ties to the advisor and local communities, and proactive thought leadership, he’s empowered thousands of financial professionals to strengthen client relationships, increase engagement, and provide support the underserved population. Holt serves as the creative visionary behind the Asset-Map platform, oversees the development and process updates, and works directly with a diverse array of advisors and forward-thinking partners to spread the advice engagement movement to ultimately help consumers achieve financial clarity.
Asset-Map Signals is the first of its kind, a real-time algorithmic indicator of financial preparedness to handle the six common events that financially devastate households. Inspired by the Asset-Map “6L’s Financial Fire Drills” framework taught to thousands of advisors globally and used in hundreds of thousands of households annually, Signals attempts to provide a signal (red/yellow/green) to reflect a household’s current ability to survive financial disruption. These events (all beginning with the letter “L”), include Liquidity, Long-term Disability, Loss of Life, Long-term Care, Longevity, and Legal/Liability attacks.
AdviceTech.LIVE 2021 was an event that brought our financial professionals and technology communities together to break down barriers of communication within the industry. Promoting accessibility, wellness, and engagement as its theme, AdviceTech.LIVE was a full-day virtual immersion event with a single main stage of 20 fintech hosts. In addition to speed demonstrations of the newest technology for advisors, five panels consisting of four industry experts came together in one of the most diverse displays of thought leadership in the industry. They discussed the need for technology that creates financial accessibility, wellness, and engagement to lift others. The program chose the Foundation for Financial Planning as its benefactor partner and a community donation of over $31,000 was raised from every attendee and sponsor.