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Our Schwab integration lets you seamlessly synchronize client account information directly to the Asset-Map Platform. With real-time sharing of client data and visual reports, enhancing your efficiency while helping you build more meaningful conversations
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1
Our Schwab integration lets you seamlessly synchronize client account information directly to the Asset-Map Platform. With real-time sharing of client data and visual reports, enhancing your efficiency while helping you build more meaningful conversations
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1
Our Schwab integration lets you seamlessly synchronize client account information directly to the Asset-Map Platform. With real-time sharing of client data and visual reports, enhancing your efficiency while helping you build more meaningful conversations
Product Description
About this Product
Interactive visualization tool for planning + advice delivery:
- Give clarity with a financial picture to improve decisions
- Deliver speed to advice with data onboarding + prospecting
- Uncover financial planning gaps + opportunities at a glance
About Asset-Map, LLC.
Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, Asset-Map is on a mission to elevate the financial health of millions of people. Unlike traditional financial planning software, Asset-Map provides an interactive holistic view of a household’s financial picture that empowers humans to easily comprehend, discuss, and make smart financial decisions now and in the future. Asset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 1.25 million people and $1.5 trillion in financial instruments.
Product Details
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Integration Capabilities
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.