Helping financial advisors in India and Asia-Pacific have better conversations with their clients

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Explore All Asset-Map Features

ASSET-MAP REPORT
A clear financial picture Leads to smarter decisions.
Experience a dynamic visual overview of a household’s financial landscape—covering members, entities, assets, liabilities, cash flows, and insurance policies. This empowers advisors to quickly identify gaps, streamline planning, and uncover new opportunities with ease.
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DISCOVERY INTERVIEW
Streamline and scale client Data collection effortlessly.
Discovery data collection helps financial professionals streamline fact-finding—quickly transforming client insights into a visual Asset-Map Report in minutes, not hours or days.
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STENCILS
Overlay peer data to drive deeper insights and faster engagement.
Discovery data collection helps financial professionals streamline fact-finding—quickly transforming client insights into a visual Asset-Map Report in minutes, not hours or days.
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TARGET-MAPS
Fast-track goal-based financial conversations.
Target-Maps simplify complex financial questions, aligning everyone quickly and engaging clients on a deeper level. Instantly show how close they are to funding their goals and how to bridge any capital gaps.
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PRIORITIES
Help your clients to live their lives more intentionally.
Facilitate an engaging conversation around your client’s “why”. Uncover what truly matters to your client, build trust, connect financial decisions to goals, and ultimately celebrate wins together.
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ELITE FEATURES
The Client Portal offers secure, on-demand access for your clients—anytime, anywhere.
Grant clients secure view or print-only access to their Asset-Map Report, Signals, household details, financials, balance sheets, and policy summaries—instantly. Empower their financial journey with transparency, personalization, and a more interactive experience, all while scaling your service effortlessly.
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CLIENT PORTAL
A clear financial picture leads to smarter decisions.
Experience a dynamic visual overview of a household’s financial landscape—covering members, entities, assets, liabilities, cash flows, and insurance policies. This empowers advisors to quickly identify gaps, streamline planning, and uncover new opportunities with ease.
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SIGNALS
The Check Engine Light for Financial Wellness.
Stay ahead of potential financial risks. Our award-winning Signals feature analyzes Asset-Map Reports to assess a household’s ability to navigate six common financial events—before challenges arise.
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DRAFTS
Visualize potential financial outcomes with alternative Asset-Map Drafts.
Drafts let you create placeholder views within a household, visually illustrating proposed changes to a client’s Asset-Map—without altering original data. This virtual sandbox enables seamless additions, deletions, and adjustments to financial instruments, ensuring risk-free planning. Now available for Pro and Elite subscribers.
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CUSTOM BRANDING
Tailor the Asset-Map platform to reflect your brand.
Create a seamless, branded experience that reinforces recognition, trust, and deeper client relationships. With your logo, brand colors, custom imagery, and branded reports, Asset-Map becomes a true extension of your company. Now available for Elite subscribers.
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RELATIONSHIPS
Understand the “who’s who” of the client’s financial life.
Relationship Maps enable an expansive conversation on the “who” of the client’s life to get at the “why” - enabling advisors to have the more important financial planning conversations.
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FAQs

What is Asset-Map?

Asset-Map is a SaaS solution that provides financial advisors with a dynamic and highly effective client engagement process along with tools for client profiling. Created by successful financial professionals, Asset-Map facilitates comprehensive fact-finding to meet ‘Know Your Client’ (KYC) regulatory initiatives and uncover details important to the client for making informed financial decisions.

It has positively impacted the advice and sales experience for thousands of financial professionals and improved the decision-making process for hundreds of thousands of households to date.

Who uses the Asset-Map solution?

Asset-Map serves financial professionals from a variety of disciplines, including financial planners, RIAs, insurance agents, and tax/legal professionals who all use Asset-Map reports with their clients. Asset-Map works with both independent practitioners and large global financial services firms and their advisors.

How is Asset-Map Platform used?

The Asset-Map solution guides in-person or remote client meetings to verify and explore the current household financial condition and decisions. It is often the foundation of a review meeting agenda and enables the financial professional to address the suitability of financial decisions and introduce appropriate strategies into the discussion.

Does Asset-Map offer a money-back satisfaction guarantee?

Yes, Asset-Map offers a 30-day money-back guarantee. You can cancel your Asset-Map subscription and receive a full refund provided you have completed the Asset-Map SmartStart session and we receive your request for cancellation within 30-days of your original purchase date.

Do you offer enterprise pricing?

Yes, Asset-Map offers enterprise pricing with volume discounts for larger businesses. Contact us today to learn more.

Engage Clients from Start to Finish with Asset-Map

Get your free demo and see how we can help your clients visualize their financial possibilities.
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