Customer Stories

Hear straight from the people who use and love Asset-Map reports every day. Here’s how some of our advisors are strengthening client relationships through the technology they use.
Eric Hemingway, AIF®
Managing Partner, Hemingway Wealth Management
Hemingway Wealth uses Asset-Map alongside eMoney to complement one another in planning conversations
Key Points :
  • Seamlessly utilizes Asset-Map alongside eMoney to complement one another in planning conversations
  • Improved the efficiency of his fact-finding process to help create a game plan for providing advice
  • Saves time and stays organized, while creating an overall better client experience
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Advisor Success Stories

Joe Bauers
Financial Advisor
Joe Bauers uses Asset-Map to simplify communication in client meetings
Key Points :
  • Saves time when preparing for client meetings
  • Seamlessly integrates the entire tech stack
  • Improves the overall client experience
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Eric Hemingway, AIF®
Managing Partner, Hemingway Wealth Management
Hemingway Wealth uses Asset-Map alongside eMoney to complement one another in planning conversations
Key Points :
  • Seamlessly utilizes Asset-Map alongside eMoney to complement one another in planning conversations
  • Improved the efficiency of his fact-finding process to help create a game plan for providing advice
  • Saves time and stays organized, while creating an overall better client experience
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Nicholas Rose, CFP®, CEPA®
Co-Founder, TrailWise Financial Partners, LLC
Summit Wealth Group recouped 1,800 working hours using Asset-Map
Key Points :
  • Created a consistent process for all of his prospects and clients
  • Maximized his time and productivity when meeting with clients
  • Uncovered additional under-employed capital for new investment management
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