Engage Clients from Start to Finish
Our features create a seamless client engagement experience, empowering you to make better decisions by getting on the same page—literally.
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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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A Full Suite of Integration Partners
Deliver a seamless client experience by connecting Asset-Map with your favorite advisor tech tools. Our open architecture lets you integrate reports and sync data effortlessly with trusted partners.
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Power Your Practice
with Knowledge
Unlock advanced tools and features through in-depth training and continuous support. We’ll help you turn every feature into a value-driven opportunity.
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