Focal, the San Francisco-based AI startup that secured $5 million in an October fundraising round last year, is pushing ...
As a result of the integration, mutual users can leverage Jump's AI technology to capture and process client meetings, automatically extracting prioritized insights and intelligently suggesting ...
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 ...
PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced an agreement with Morningstar to ...
For years, community leaders have been turning to outside help to fix local problems. The process begins by looking at the community's strengths, weaknesses, opportunities and threats, better known as ...
There might be one or two accountants out there who like digging through documents over and over again to find the information they need, but for everyone else there's Asset-Map. Processing Content ...
PHILADELPHIA, April 1, 2021 /PRNewswire/ — Asset-Map, the premier financial advice engagement experience for financial professionals, has received the highest user rating among the top financial ...