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Asset-map

Engage Clients with a Visual Financial Picture

An Asset-Map is a one-page visual diagram that displays all of a Client’s household members, financial assets, cash-flows, insurance policies and liabilities.

 

Target-map

Keep Track of Progress and Fine-Tune Decisions

A Target-Map helps Clients and their Advisors identify financial goals and then track their progress and required action with a dynamic visual progress meter.

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* Offer only valid for first time users