Welcome!

News Feed Item

Asset-Map® and Redtail Integrate to Enhance Advisor/Client Conversations

Partnership Pairs CRM Functionality with Visual Narrative of Client Situation to Enhance Relationship

PHILADELPHIA, Feb. 16, 2017 /PRNewswire/ -- Asset-Map®, the technology platform that is changing the nature of financial advisors' conversations with clients, announced its integration with Redtail Technology, a leading provider of Client Relationship Management (CRM) and paperless office solutions.

Subscribers of both the Asset-Map platform and Redtail CRM will be able to send information directly from Redtail to Asset-Map to quickly create Asset-Map reports for clients and prospects. Advisors can then use the reports, which display all the relevant facts that are part of a household's financial decisions, as a focus for the client profiling and engagement process.

"From many years of working with clients and advisors, we know how important it is to clients and prospects to be heard and understood by the advisor," said Asset-Map CEO and founder Adam Holt. "Clients are focused on their particular situation and when an advisor uses the Asset-Map tool to quickly present the situation visually to a client, it changes the conversation from analysis to advocacy, from judgment to perspective, from paralysis to action."

The integration was announced at the T3 Advisor Conference at the Hyatt Regency Orange County, which is being held Feb. 15 – 17. Both Redtail and Asset-Map are sponsors of the conference and will be presenting brief overviews of their respective solutions – Redtail's Seth Slaughter on Thursday, Feb. 16 at 5pm and Asset-Map VP Steve Ambuul on Friday, Feb. 17 at 9:50am. Attendees can also visit their booths in the Exhibit Hall – Redtail at #206 and Asset-Map at #4.

"For most advisors, certainly for our users, CRM is the technology hub of their practice," said Redtail CEO Brian McLaughlin. "The ability to draw clients' details directly into a visual financial story results in a more immediate personal connection, especially with millennial and Gen X clients. It creates an opportunity for advisors to deepen client relationships, leading to better client service and greater value for both client and advisor."

ABOUT ASSET-MAP

Founded in 2008 by successful financial advisors, Asset-Map delivers practice management solutions transforming the advisor-client relationship by visually facilitating meaningful financial conversations. The Asset-Map Platform is cloud-based, professionally branded and delivered through the most common meeting formats, using paper, computers, tablets or through virtual meetings. Advisors choose to use Asset-Map because it provides the next-generation of a continuous discovery process for opportunities to suitably serve their clients. In 2016, Advisors, broker-dealers, RIAs, agents and agencies have mapped over $400 billion (as of 2/15/17) in financial instruments and touched over 100,000 households. To learn more, visit www.asset-map.com.

ABOUT REDTAIL TECHNOLOGY

Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office, and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry's most widely used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. CRM is ultimately about not only acquiring and managing your clients and prospects -- it's also about servicing them and, in turn, extracting value from the relationships. At the same time, it's about doing all of these things while simultaneously improving operational efficiency. Visit www.redtailtechnology.com for more information.

Contact:        

For Asset-Map
Leslie Swid
Impact Communications
(913) 649-5009
[email protected]

For Redtail
Jason Lahita
FiComm Partners
(973) 460-7837
[email protected]

Related Images

image1.png

image2.jpeg

This content was issued through the press release distribution service at Newswire.com. For more info visit: http://www.newswire.com

 

To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/asset-map-and-redtail-integrate-to-enhance-advisorclient-conversations-300408958.html

SOURCE Asset-Map

More Stories By PR Newswire

Copyright © 2007 PR Newswire. All rights reserved. Republication or redistribution of PRNewswire content is expressly prohibited without the prior written consent of PRNewswire. PRNewswire shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

Latest Stories
As you move to the cloud, your network should be efficient, secure, and easy to manage. An enterprise adopting a hybrid or public cloud needs systems and tools that provide: Agility: ability to deliver applications and services faster, even in complex hybrid environments Easier manageability: enable reliable connectivity with complete oversight as the data center network evolves Greater efficiency: eliminate wasted effort while reducing errors and optimize asset utilization Security: imple...
As people view cloud as a preferred option to build IT systems, the size of the cloud-based system is getting bigger and more complex. As the system gets bigger, more people need to collaborate from design to management. As more people collaborate to create a bigger system, the need for a systematic approach to automate the process is required. Just as in software, cloud now needs DevOps. In this session, the audience can see how people can solve this issue with a visual model. Visual models ha...
What is the best strategy for selecting the right offshore company for your business? In his session at 21st Cloud Expo, Alan Winters, U.S. Head of Business Development at MobiDev, will discuss the things to look for - positive and negative - in evaluating your options. He will also discuss how to maximize productivity with your offshore developers. Before you start your search, clearly understand your business needs and how that impacts software choices.
High-velocity engineering teams are applying not only continuous delivery processes, but also lessons in experimentation from established leaders like Amazon, Netflix, and Facebook. These companies have made experimentation a foundation for their release processes, allowing them to try out major feature releases and redesigns within smaller groups before making them broadly available. In his session at 21st Cloud Expo, Brian Lucas, Senior Staff Engineer at Optimizely, will discuss how by using...
SYS-CON Events announced today that Taica will exhibit at the Japan External Trade Organization (JETRO) Pavilion at SYS-CON's 21st International Cloud Expo®, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. ANSeeN are the measurement electronics maker for X-ray and Gamma-ray and Neutron measurement equipment such as spectrometers, pulse shape analyzer, and CdTe-FPD. For more information, visit http://anseen.com/.
The next XaaS is CICDaaS. Why? Because CICD saves developers a huge amount of time. CD is an especially great option for projects that require multiple and frequent contributions to be integrated. But… securing CICD best practices is an emerging, essential, yet little understood practice for DevOps teams and their Cloud Service Providers. The only way to get CICD to work in a highly secure environment takes collaboration, patience and persistence. Building CICD in the cloud requires rigorous ar...
DevOps at Cloud Expo, taking place October 31 - November 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA, is co-located with 21st Cloud Expo and will feature technical sessions from a rock star conference faculty and the leading industry players in the world. The widespread success of cloud computing is driving the DevOps revolution in enterprise IT. Now as never before, development teams must communicate and collaborate in a dynamic, 24/7/365 environment. There is no time to w...
Is advanced scheduling in Kubernetes achievable? Yes, however, how do you properly accommodate every real-life scenario that a Kubernetes user might encounter? How do you leverage advanced scheduling techniques to shape and describe each scenario in easy-to-use rules and configurations? In his session at @DevOpsSummit at 21st Cloud Expo, Oleg Chunikhin, CTO at Kublr, will answer these questions and demonstrate techniques for implementing advanced scheduling. For example, using spot instances ...
SYS-CON Events announced today that Daiya Industry will exhibit at the Japanese Pavilion at SYS-CON's 21st International Cloud Expo®, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. Ruby Development Inc. builds new services in short period of time and provides a continuous support of those services based on Ruby on Rails. For more information, please visit https://github.com/RubyDevInc.
When it comes to cloud computing, the ability to turn massive amounts of compute cores on and off on demand sounds attractive to IT staff, who need to manage peaks and valleys in user activity. With cloud bursting, the majority of the data can stay on premises while tapping into compute from public cloud providers, reducing risk and minimizing need to move large files. In his session at 18th Cloud Expo, Scott Jeschonek, Director of Product Management at Avere Systems, discussed the IT and busine...
Nordstrom is transforming the way that they do business and the cloud is the key to enabling speed and hyper personalized customer experiences. In his session at 21st Cloud Expo, Ken Schow, VP of Engineering at Nordstrom, will discuss some of the key learnings and common pitfalls of large enterprises moving to the cloud. This includes strategies around choosing a cloud provider(s), architecture, and lessons learned. In addition, he’ll go over some of the best practices for structured team migrat...
As businesses evolve, they need technology that is simple to help them succeed today and flexible enough to help them build for tomorrow. Chrome is fit for the workplace of the future — providing a secure, consistent user experience across a range of devices that can be used anywhere. In her session at 21st Cloud Expo, Vidya Nagarajan, a Senior Product Manager at Google, will take a look at various options as to how ChromeOS can be leveraged to interact with people on the devices, and formats th...
First generation hyperconverged solutions have taken the data center by storm, rapidly proliferating in pockets everywhere to provide further consolidation of floor space and workloads. These first generation solutions are not without challenges, however. In his session at 21st Cloud Expo, Wes Talbert, a Principal Architect and results-driven enterprise sales leader at NetApp, will discuss how the HCI solution of tomorrow will integrate with the public cloud to deliver a quality hybrid cloud e...
SYS-CON Events announced today that Yuasa System will exhibit at the Japan External Trade Organization (JETRO) Pavilion at SYS-CON's 21st International Cloud Expo®, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. Yuasa System is introducing a multi-purpose endurance testing system for flexible displays, OLED devices, flexible substrates, flat cables, and films in smartphones, wearables, automobiles, and healthcare.
Companies are harnessing data in ways we once associated with science fiction. Analysts have access to a plethora of visualization and reporting tools, but considering the vast amount of data businesses collect and limitations of CPUs, end users are forced to design their structures and systems with limitations. Until now. As the cloud toolkit to analyze data has evolved, GPUs have stepped in to massively parallel SQL, visualization and machine learning.