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

Mark Hannah
Financial Advisor
Evergreen Wealth Strategies transitioned to a remote-friendly practice with ease
Key Points :
  • Takes a digital-first, remote approach to the book of business.
  • Maximized time and productivity during client meetings.
  • Increased efficiency and boosted client engagement.
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Sharon Killion, ChFC, RICP
Financial Advisor
How to simplify the financial picture for clients with complex finances
Key Points :
  • Found a financial planning platform that was quick to learn, easy to use, and effective.
  • Built a practice that spans multiple countries from the ground up.
  • Provides clarity through simplicity.
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Henry Swan, ChFC, CLU
Financial Advisor
Henry Swan of Optimal Planning Partners stays passionate about providing financial advice
Key Points :
  • Reignited passion for providing financial advice.
  • Created a one-page document that retains sophistication through simplicity.
  • Found a tool that supports firm succession planning.
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