New integration seamlessly enriches Asset-Map’s visual household experience with AI-powered precision
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Join us for a deep dive into Stencils, a powerful feature designed to help you surface overlooked details, close information gaps, uncover additional AUM opportunities, and introduce relevant planning solutions.
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In this live webinar, financial advisor Don Hilario shows how integrating Asset-Map with fpPathfinder turns surface-level client discussions into deeper planning conversations that show value every time.
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During this webinar, we covered Asset-Map fundamentals, best practices, and lesser-known features designed to help advisors quickly and accurately integrate data into the platform. You’ll see how tools like the Discovery Interview, Stencils, and integrations work together to streamline data entry, improve consistency, and support more efficient client preparation, while also learning where to access ongoing resources and support.
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In this session, get a comprehensive overview of Asset-Map’s fact-finding capabilities and how to use them effectively from day one.
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In this webinar, you’ll get a guided tour of our newest capabilities, including Priorities, Sidebar enhancements, Client Suggest, Presentation Mode, our eMoney integration, and more.
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In this webinar, you’ll get a guided tour of our newest capabilities, including Priorities, Sidebar enhancements, Client Suggest, Presentation Mode, our eMoney integration, and more.
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