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
Read More

Advisor Success Stories

Molly Ward, CFP®, CDFA®
Founder, Well Lived Wealth, LLC
Well Lived Wealth creates simple answers to complex questions
Key Points :
  • Found a more efficient client communication method
  • Makes complex conversations people-friendly
  • Improved meeting preparation, fact-finding and wallet share as a result
Read More
Richard Ramos CFP®, CIMA®, RMA®
LPL Financial Advisor at Valley Strong Retirement & Wealth Management Group
Valley Strong Credit Union builds credibility and trust with its wealth management services
Key Points :
  • Keeps clients focused and engaged during reviews.
  • Quickly completes prep work to be fully prepared for meetings.
  • Uncovered additional underutilized capital for new investment management.
Read More
Terence Tobin, CFP
Financial Advisor
How to shift to collaborative planning with the value of Asset-Map
Key Points :
  • Uses Asset-Map to create a better planning experience for both the advisor and clients.
  • Bridges the gap with clients through a two-way street approach, creating a more collaborative experience.
  • Breaks down communication barriers using clear Asset-Map visuals.
Read More