{"id":762627,"date":"2026-06-26T14:51:10","date_gmt":"2026-06-26T14:51:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/ca\/762627\/"},"modified":"2026-06-26T14:51:10","modified_gmt":"2026-06-26T14:51:10","slug":"wealthstack-roundup-asset-map-launches-growth-partners-program","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ca\/762627\/","title":{"rendered":"WealthStack Roundup: Asset-Map Launches Growth Partners Program"},"content":{"rendered":"

The visual financial planning conversation tool provider, Asset-Map, has launched Asset-Map Growth Partners, a program connecting advisors with vetted companies meant to help them grow their practices through expanded reach, client service execution and business elevation.<\/p>\n

The program debuts with four inaugural members\u2014Anasova, Banrion Capital Management, PSBLTY and WealthReach\u2014alongside Asset-Map\u2019s own subscription marketing service, Growth Studio, which provides advisors with a systematic approach to attract clients ready for an Asset-Map-type experience.<\/p>\n

In a nutshell, Anasova is meant to bring together financial services lead infrastructure and consent management; PSBLTY provides coaching around advisor branding and sales; WealthReach<\/a> creates AI-optimized advisor websites with visitor identification; and Banrion Capital Management is an alternatives marketplace and research platform.<\/p>\n

\u201cAsset-Map has always lived inside the meeting, but advisors also need to fill the room, build their brand and act on what planning surfaces,\u201d said H. Adam Holt, founder and chief executive officer of Asset-Map. “Asset-Map\u2019s Growth Partners gives them the infrastructure to do all of that.\u201d<\/p>\n

Related:LPL Moving Commonwealth Advisors off Advisor360\u00b0 Tech Platform<\/a><\/p>\n

The program attempts to address the challenge of slow organic growth faced by many advisors.\u00a0<\/p>\n

Growth Studio provides advisors with a library of niche-specific marketing assets, customizable templates, platform training and on-demand video.<\/p>\n

Advisors who want more information can check out Asset-Map\u2019s Growth Webinar Series<\/a>.<\/p>\n

Jump Launches AI-Powered Onboarding and Scheduling Tools<\/p>\n

The popular provider of AI technology to financial advisors, Jump, has introduced new product features, including end-to-end client onboarding, compliant scheduling and enhanced AI capabilities designed to further reduce administrative work and improve client service.<\/p>\n

The onboarding feature allows advisors to initiate account opening workflows directly within Jump, with AI-assisted field mapping that automatically pre-fills required information using client data from connected systems, according to the company.<\/p>\n

New scheduling features are meant to provide personalized scheduling pages that allow clients to book meetings through a shareable link, combining advisor information, meeting options, availability and being designed to be compliant and meet required disclosure regulations, all in a single view.<\/p>\n

Additional enhancements include PDF upload capabilities for firm documents within AI conversations, voice dictation for natural speech interaction and Model Context Protocol support for more flexible connections between Jump and third-party systems.<\/p>\n

Related:Why Most CRMs Don\u2019t Work for RIAs<\/a><\/p>\n

And in terms of third-party providers, Jump announced it is expanding integrations with Redtail, eMoney, RightCapital, Orion, Holistiplan, MedicarePRO and other advisor technology platforms.<\/p>\n

\u201cEvery innovation we\u2019re announcing today is designed to remove friction from critical advisor workflows,\u201d said Tim Chaves, president and chief operating officer of Jump.<\/p>\n

Jump announced a major expansion at the T3 in March<\/a>, where CEO Parker Ence discussed, debuted and previewed portions of its new AI Operating System for Advisors, which included the Meet, Grow and Operate modules designed to manage client lifecycles.<\/p>\n

In February, the company announced it had raised $80 million in a Series B<\/a> funding round, bringing its total capital raised to $105 million.<\/p>\n

Taxfyle Launches AI Tax Planning Platform for RIAs<\/p>\n

There\u2019s another new entry in the tax tools for financial advisors segment.<\/p>\n

Taxfyle, a product of Tickmark Inc., launched in 2015 and has since matched CPAs and Enrolled Agents with those needing tax return preparation.<\/p>\n

Now, Taxfyle has developed an AI-powered service specifically for RIAs and wealth management firms called Plan, which is intended to help scale tax strategy and execution across an advisor\u2019s client base.<\/p>\n

Related:Bill Crager to Lead New Company, Field<\/a><\/p>\n

Plan provides an AI-driven workflow that connects analysis with client-ready reporting and outsourced tax filing in a single system.<\/p>\n

Simply put, the platform enables advisors to upload a tax return and receive analysis across tax strategies, and then connects advisors with full-service tax filing through a network of more than 7,200 licensed CPAs and EAs, allowing advisors to move from planning to execution within the same workflow.<\/p>\n

The AI within Plan is designed to identify which tax opportunities apply to each client, estimate potential savings ranges and assign confidence scores meant to help advisors determine whether to act immediately, refine planning scenarios or escalate to a specialist.<\/p>\n

Plan can also generate branded, client-ready PDF reports that advisors can take directly into client meetings.<\/p>\n

\u201cWith Plan, we\u2019re changing that by giving advisors the ability to instantly surface meaningful tax opportunities, communicate them clearly and execute seamlessly through our network of licensed professionals,\u201d said Taxfyle<\/a> CEO Richard Lavina in a prepared statement.<\/p>\n

Gridline Partners with Hamilton Lane to Add Benchmarking to AI Diligence Tool<\/p>\n

Gridline, a turnkey platform for wealth management firms managing private markets, has partnered with Hamilton Lane to integrate benchmarking capabilities into its AI-powered diligence solution, AltComply, using the asset manager\u2019s proprietary private markets data.<\/p>\n

The integration is meant to allow registered investment advisors, multi-family offices and private banks using AltComply to benchmark fund managers against peer groups and vintage-year cohorts. AltComply launched in March 2026 to help wealth managers scale private markets diligence.<\/p>\n

\u201cOne of the most important steps in institutional-quality due diligence is understanding how a fund manager\u2019s performance compares against relevant peers over time,\u201d said Peter Bilali, chief product officer and co-founder of Gridline, in a prepared statement. \u201cWithout that context, investors are often flying blind when evaluating managers.\u201d<\/p>\n

By using the tool, compliance teams gain a private market investment repository that supports process standardization and reduces regulatory risk, according to the company.<\/p>\n

Based on Gridline\u2019s own analysis, the platform can save firms an average of 10 hours per fund evaluated with AltComply.<\/p>\n

Existing AltComply users will receive access to the benchmarking capabilities, the company said.<\/p>\n

Gridline, which launched in 2022<\/a>, announced an $18.5-million Series A funding round<\/a> in January, bringing its total funding to $27.5 million.\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"The visual financial planning conversation tool provider, Asset-Map, has launched Asset-Map Growth Partners, a program connecting advisors with…\n","protected":false},"author":2,"featured_media":762628,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[45,49,48,133,131,132],"class_list":["post-762627","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-ca","tag-canada","tag-finance","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/762627","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=762627"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/762627\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/762628"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=762627"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=762627"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=762627"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}