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

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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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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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
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