Asset-Map users can now gain access to one-page visual aids from visiWealth that are tied to 10 planning concepts and strategies, and all from within the Asset-Map stencil library!
Learn More About visiWealthAll Asset-Map users can now leverage the visiWealth Stencil to expand and deepen conversations with clients/prospects beyond what lies on the surface of the map.
Directly linking out to over 10 visual concept presentations means that there are over 10 opportunities for advisors to provide “just-in-time advice” and engage with clients in a visual manner (with new content being added and linked every month)!
As an added bonus, Asset-Map users who wish to gain access to additional visiWealth content, such as concept visuals (PDF) that can be co-branded, written key takeaways (PDF), and access to a brand new community platform where you can engage with other likeminded advisors, are able to subscribe to the visiWealth platform starting at the rate of $2,950/year for small firms (1-10 advisors).
— Brian Thorp
We’ll provide a brief product tour tailored to your needs - whether you want help onboarding clients quickly, deepening your relationships or highlighting financial gaps or opportunities, we’ve got solutions for individual and firm level customers.
Contact sales@asset-map.com for inquiries.