Ready to help your clients see their full financial picture?

 

Asset-Map empowers Morningstar users to:

  • See the facts of a household by visually organizing all of its finances, allowing you to apply professional insight in real-time.

  • Track progress of a household's most important financial priorities with interactive Target-Maps.

  • Be proactive by intuitively searching and filtering though your client list for those households that need critical attention.

 
 
 
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Contact sales@asset-map.com for inquiries.