Features

 
 
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The Financial Advice Journey Starts with Asset-Map

Provide a comprehensive advice experience that engages Clients from start to finish and empowers them to make better decisions by getting on the same page - literally.

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A Better Way to Make Financial Decisions

Provide a comprehensive advice experience that engages clients from start to finish and empowers them to make better decisions with a complete one-page financial picture.

 
 

Asset-Map

Engage Clients with a Visual Financial Picture

An Asset-Map is a one-page visual experience that displays all of a Client’s household members, financial assets, liabilities, cash-flows, and insurance policies. This gives you, the Advisor, a straight-forward way to quickly address gaps in a financial plan as well as uncover new opportunities to elevate your Clients’ condition.

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Target-Map

Keep Track of Progress and Fine-Tune Decisions

A Target-Map helps Clients and their Advisors identify funding gaps toward financial goals and then track their progress (and required actions). Common templates include Retirement, Education, Loss of Life, Disability and Long-term Care.

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Household Index

Segment Clients to Identify Opportunities

In order to help Advisors and Firms have a deeper understanding of their entire book of business, the Household Index allows for filtering and sorting of all households currently within your Asset-Map team. This dynamic reporting of financial parameters helps you better understand Client segments and drive opportunities for targeted conversations.

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Stencils

Use Peer Demographics to Personalize Fact-Finding

Facilitate more productive discussions by adding a demographic or time-of-life Stencil to a household’s Asset-Map. The Stencil adds suggestions for typical financial instruments that a Client’s peers may have to make it easier for Advisors to build and discuss their financial picture.

 
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Discovery Interview

Collect Data Where Clients Live

Our direct-to-consumer Discovery Interview helps streamline the collection of high-level Client data and concerns to pre-build an Asset-Map. By involving the Client early in the fact-finding process, you can be better prepared to set clear goals and expectations from the first time you meet with either a new Client or a Prospect.

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Integrations

Connect with your Favorite Partner Solutions

Give Clients an experience that combines the best of all the Advisor technology solutions you use to help them make better financial decisions. With our open architecture approach to integration, you can integrate a Client's Asset-Map into other technology solutions, as well as sync additional information to Asset-Map Platform from our partners.

 
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Scale-Up your Productivity 

 
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There's nothing like walking into a new Client meeting prepared, handing them their Asset-Map and hearing them say, 'Wow! This is really cool!’

- George M., Asset-Map Advisor

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 AWARDS

We’re proud to be recognized by influential organizations, both local and national, across the FinTech industry.
Special thanks to our Asset-Map users, team and partners — we couldn’t have done it without you!

 
 
 
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