Philadelphia, PA (November 8, 2018) - Asset-Map announced today the partnership with Cambridge Investment Research, Inc., one of the largest broker-dealers based in the United States. The partnership will allow Cambridge affiliated advisors to create comprehensive one-page visual summaries of a client’s financial life, increasing client understanding and engagement. The partnership is part of Cambridge’s ongoing strategy to deliver unique technology solutions to more than 3,000 financial professionals within its network.

“Asset-Map is designed to help both clients and advisors get on the same page and work towards a common agenda of making better financial decisions based on the big picture and what matters,” said Adam Holt, CEO & Founder of Asset-Map. “ We’re excited to be partnering with Cambridge and advisors who share our core vision of creating an improved client experience.”

The partnership is a natural alignment. Financial advisors can have meaningful conversations with their clients around items uncovered in the Asset-Map visualization tool: asset-allocation, goal performance and more. This simple approach pairs well with Cambridge’s goal-based philosophy. Asset-Map’s flexibility also allows advisors to deliver personalized strategies that anticipate the diverse needs of clients that Cambridge advisors serve.

Asset-Map is now available for all Cambridge representatives.