That's how H. Adam Holt describes what his tech company, Asset-Map, does for advisors by drawing out an interactive map of a client's entire financial life, from investments to insurance to taxes and ...

Asset tracking is crucial for businesses of all sizes to know what they own and where to find it. But not every business needs a premium solution. Starting with an asset tracking Excel template or a ...

An asset constitutes anything that holds monetary value, whether current or future, to a person or organization. Businesses, governments and non-profits all own assets. So do many people. An asset is ...