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

Mark Seebeck, CFP®, ADPA
Financial Advisor and Founder of Seebeck & Associates
Seebeck & Associates improved efficiency and saved time with Asset-Map
Key Points :
  • Found a comprehensive financial diagnosis tool.
  • Improved efficiency and saved time by updating plans at a moment’s notice.
  • Provides top-tier, A-client service across the entire book of business.
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Marty Higgins, CFP®, ChFC
Financial Advisor
Family Wealth Management’s visual plans are worth a thousand decisions to clients
Key Points :
  • Saved time by optimizing the mind-mapping process
  • Improved participation and AUM from employee-sponsored benefit programs
  • Uncovered previously undisclosed client holdings
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Susan Joy Bruno, CPA
Managing Director of Personal Finance Planning at Beacon Wealth Consulting South, LLC
Tax professionals like Beacon Wealth Consulting get clients more involved using Asset-Map
Key Points :
  • Uses Asset-Map’s Discovery Tool to start conversations and instantly shape a picture with clients
  • Effectively engages clients through honest conversations and an easily digestible visual of a client’s lifelong financial journey
  • Creates a clear plan built on intentional, informed choices to take a more holistic approach and deliver advice in real time
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