CPA.com and Asset-Map have partnered to assist tax practitioners and personal financial planners in providing strategic insights to clients.
Hear from our Chief Sales Officer, Mike Hemmert, as he covers how Asset-Map is empowering financial professionals to have better and more collaborative meetings with prospects and clients by providing simple, yet rich visual clarity.
Have you already seen a demonstration of our platform and are ready to get started? Check out our subscription levels and join the Asset-Map community today!
For CPAs, tax practitioners, and financial planning professionals seeking to optimize use of technology in providing financial planning services, Asset-Map provides a better way to engage with clients through an interactive visual experience. The Asset-Map platform visually organizes an individual or family’s financial assets in a clear graphical layout, providing advisers with a straightforward way to address gaps in their clients’ financial wellness and uncover new opportunities.
Easily display all of a household’s members, entities, financial assets, liabilities, cash-flows, and insurance policies and quickly address gaps or uncover new opportunities to elevate your client experience.
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Track your clients’ progress toward their financial goals in mere moments using a number of built-in templates.
Our direct-to-consumer Discovery Interview helps streamline the collection of high-level household data and their concerns to pre-build their Asset-Map Report. By involving clients early in the fact-finding process, financial advisors can be better prepared to set clear goals and expectations from the first time they interact.
