Two-thirds of investors say they want their advisor to do more to visualize the data shown to them. Read why advisors providing engaging visualizations to their clients are enjoying deeper client relationships.
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Check out these three recommendations from CEO and Founder, H. Adam Holt, to create a high-performance firm for yourself.
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This year’s T3 Technology Survey included Asset-Map for the first time, and we couldn’t be happier with the results. Asset-Map was included in the “Financial Planning” category, and we posted the second-highest user rating of any planning software according to the advisors who responded.
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Asset-Map Stencils save financial advisors time by overlaying placeholders representing different assets, insurances, liabilities, and incomes to help clients compare their Asset-Map Report to their peers and encourages them to fill in the missing gaps.
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Watch this video to hear from both Asset-Map and Black Diamond on how using these platforms together helps you become a more efficient advisor.
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Asset-Map now integrates with the Relationship Timeline feature in Black Diamond’s Client Experience (CX) portal.
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Watch this webinar featuring CEO H. Adam Holt as he walks through how to quickly build robust presentations, illustrate complex cash flow needs, and organize priorities into one single view.
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Watch the video below to hear from Asset-Map Founder & CEO, H. Adam Holt, and an Asset-Map power on how using these platforms together will help you quickly produce new visual financial inventories for clients and prospects.
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