Instantly Improve Your Client Meetings with the Leading Financial Engagement Software
Join the thousands of financial advisors mapping their clients' full financial picture to help make better decisions.
In the news
A Financial Picture is Worth More Than a Thousand Words
The days of an effective financial report being longer than 20-pages are long gone. Asset-Map focuses on building a financial visualization in a singular view for ongoing and critical communication about what needs attention in context to holistic guidance.
Boost Your Bank’s Production
A five-year study tracking line-specific production of 7,590 new and experienced advisors found a consistent correlation between advisors who use Asset-Map and increases in production in almost all lines of business. Advisors participating in the study who used Asset-Map produced $69,488,039 more between 2015 and 2019 than their non-using counterparts.
Customize Asset-Map for Any Scenario
While every client is unique, it helps to provide benchmarks of where a similar household stands financially. Asset-Map applies this logic in guided advice through Stencils™, which enables advisors to overlay a demographic template on an existing household Asset-Map Report.
Your Firm’s Success Isn’t Optional - Neither is Training
We believe that training is critical to your success. Asset-Map offers first-class group and individual resources, as well as in-person, on-site, and virtual training for new and advanced practitioners. Self-help resources are continuously created including in-app walkthroughs, hours of recorded video, an indexed knowledge base, and advisor onboarding from success coaches.
