Competitive industry leaders convene to address the future of advice while supporting diversity and inclusion

PHILADELPHIA, July 28, 2020 /(original press release here) — Asset-Map Holdings Inc. (Asset-Map) today announced AdviceTech.LIVE, a live, virtual event that gives financial professionals unprecedented access to top financial technology executives who will speak on a wide range of forward-thinking topics and ideas. These industry leaders will debate their brands’ visions, the future of the industry, their diversity and inclusion initiatives, and more. The event is sponsored by 20 market-leading technology firms, and half of all gross ticket sales will benefit the CFP Board’s College for Financial Planning Diversity and Inclusion Initiative, which supports diversity in the industry by providing education and mentorship programs.

AdviceTech.LIVE will take place virtually on Thursday, August 27, 2020, from 10:30 AM-5:00 PM EDT, and attendance is open to the entire advice industry, including wealth managers, financial planners, and asset managers. Attendees will have the opportunity to learn about the technology they use every day; hearing directly from the industry’s top financial technology executives and their organizations via panel discussions, virtual booths, and group demonstrations. The event creates an exciting opportunity for industry experts to challenge each other, differentiate themselves in an open forum, and respond to questions from event attendees in real-time. Directly following the event, moderators will also host a program wrap-up, highlighting key takeaways. Five core advisor technology solutions will be discussed, including Financial Planning, Portfolio Management, CRM, Marketing Tools, and ‘Practice Magnifiers.’

“For too long, the technology that runs advisors’ practices has been reserved for those who know where to look,” says H. Adam Holt, CFP, ChFC, Asset-Map CEO and event organizer. “At Asset-Map, we saw an opportunity in these unprecedented times to create accessibility to tech leadership unlike ever before. As a fellow architect of advisor technology and a former financial advisor, I wanted to invite all advisors into the ‘room where it happens’ – creating an open forum to share the future of competitive solutions and brand vision on one platform.”

The event’s participating firms include: Morningstar, Orion, SS&C BlackDiamond, Envestnet Tamarac, Envestnet MoneyGuide, eMoney Advisor, Advicent, Asset-Map, Snappy Kracken, AdvisorStream, FMG Suite, TwentyOverTen, Redtail Technology, Practifi, AdvisorEngine’s Junxure, Riskalyze, Everplans, MobileAssistant, and LifeYield. Industry thought leaders and panel moderators include Rene Nourse, CEO of URBAN Wealth, Craig Iskowitz, CEO of Ezra Group, Megan Carpenter, CEO of FiComm, Marguerita Cheng, CEO of Blue Ocean, and Toussaint Bailey, CEO of EnsoWealth.

AdviceTech.LIVE is currently open for registration; tickets cost $70. For more information on AdviceTech.LIVE, visit www.AdviceTech.Live.

About Asset-Map

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 financial planning 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 million people and $600 billion in financial instruments. For more information about Asset-Map, please visit asset-map.com.

SOURCE Asset-Map

Related Links
http://asset-map.com

CRM Integration Provides Two Way Sync Giving Advisors the Ability to Easily Send Personalized Marketing Communications

STATE COLLEGE, PA, March 10, 2020 /(original press release here) — Twenty Over Ten, an industry-leading SaaS company, today announced a partnership with Redtail Technology, the leader in web-based client relationship management (CRM) solutions for financial service firms. Through this new integration, Twenty Over Ten’s Lead Pilot customers will be able to seamlessly connect with their Redtail account to easily sync and access their contacts.

Unveiled at the T3 Advisor Conference in February, Lead Pilot is the first inbound marketing solution for financial advisors designed to drive qualified prospects through hyper-personalized content marketing. With Lead Pilot, advisors are able to launch robust, multi-touchpoint content campaigns from a streamlined, easy-to-use dashboard. Redtail is a leading provider of client relationship management (CRM) solutions for financial services firms.

“Today’s fast-paced environment demands seamless collaboration and best-of-breed integrations so that businesses can get their most critical work done efficiently,” said Ryan Russell, co-founder of Twenty Over. “Now our users can ensure no contact slips through the cracks and reduce the time and effort traditionally spent marketing to their current clients and prospects.”

With this new integration, thousands of organizations in the regulated industries will be able to simplify the process of client communications in a single location. With this simple one-click integration, advisors can manage their contacts and disseminate emails, schedule social media posts, design landing pages and create engaging content.

“Redtail is committed to using technology to continuously improve financial advisors’ relationships with clients,” said Brian McLaughlin, CEO at Redtail Technology. “Our integration with Lead Pilot demonstrates the powerful impact of technology for today’s financial professionals. With direct access to Redtail through their Lead Pilot platform, advisors can reach their clients easier and faster.”

To introduce this new offering to the advisor community, Twenty Over Ten and Redtail will be hosting a joint webinar to help educate and train advisors on how to best leverage the integration on Tuesday, March 17, 2020, at 1 pm ET / 10 am PT. Those interested in attending can register for free by visiting https://zoom.us/webinar/register/3715784262886/WN_F_GaLpfPQ3u7KUbpRKbheg.

ABOUT TWENTY OVER TEN:
Twenty Over Ten is a leading SaaS company whose mission is to help professionals in regulated industries redefine their marketing efforts. Twenty Over Ten offers a family of agile marketing products, Lead Pilot, Website Engine and Providence, all which give companies the marketing tools they need to scale. The company is headquartered in State College, PA. For more information, please visit www.leadpilot.io.

ABOUT REDTAIL
Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry’s most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona, and Georgia. For more information, visit www.redtailtechnology.com.

Media Contacts:
Amanda Larson
Twenty Over Ten
(855) 360-1732
marketing@twentyoverten.com  
https://twentyoverten.com  
https://twitter.com/twentyoverten

SOURCE Twenty Over Ten

Related Links

https://twentyoverten.com