PARTNER - CONTIO

From Meetings to Momentum: Elevating Client Conversations with Asset-Map and Contio

Together, Asset-Map and Contio give advisors a complete meeting experience: Asset-Map serves as the user interface for facilitating financial decisions in real time, while Contio ensures every commitment, action item, and insight is captured and accountable after the meeting ends.

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Features Overview

One-click Meeting Summaries

Launch Contio directly within Asset-Map to capture meeting notes and action items, then instantly revisit past conversations from the household meeting catalog.

Seamless Continuity

Revisit prior conversation summaries with a single click from the household’s meeting catalog to ensure you are fully prepared for every interaction.

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