Securing a digital business against cyberattack is a constant battle, waged across an ever-widening attack surface against increasingly sophisticated enemies. Security specialists wield an armory of ...
That's how H. Adam Holt describes what his tech company, Asset-Map, does for advisors by drawing out an interactive map of a client's entire financial life, from investments to insurance to taxes and ...
PHILADELPHIA, Aug. 19, 2021 /PRNewswire/ — Asset-Map, the premier financial advice engagement experience for financial professionals, today announced the expansion of its advice platform with ...