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Elite Plan
There are financial professionals who use Asset-Map. And there are Elite financial professionals who run their practice on it.
They are investing in three areas: Elevating their brand in every touch point, finding more opportunity in their book of business, and creating operational efficiency.
Asset-Map Elite was designed to do all three and help you set yourself apart from the rest.
They are investing in three areas: Elevating their brand in every touch point, finding more opportunity in their book of business, and creating operational efficiency.
Asset-Map Elite was designed to do all three and help you set yourself apart from the rest.
Features & Benefits
01
Core Analytics & Practice Growth
Uncover Hidden Revenue Opportunities in Your Book of Business
Signals+ lets you scan your entire book at once to surface underinsured risks so your next opportunity is just a filter away.
Make Progress Impossible to Miss With Milestones+
Stay audit-ready, always. Track and showcase major client milestones over time. Every review reminds them exactly why they stay with you.
Easily Collaborate Across Your Whole Team
Use Book of Business Sharing to give every advisor and staff member shared access to client Asset-Maps, so nothing stalls when work or a household changes hands.
02
Marketing & Personalization
Own the Room with In-App Digital Branding
Replace our default colors, logos, and layouts with your own. Clients experience your brand, not ours.
A Lead Magnet Built For You At No Cost
Get a custom video ($350 value) designed to turn website visitors and email subscribers into completed fact-finders.
Streamline Data Gathering with Custom Questionnaires
Build targeted digital forms that capture goals straight from the source. Every recommendation is backed by their words, not your assumptions.
03
Training & Enablement
Sharpen Your Edge at Boot Camp ($929 Value)
Intensive, hands-on training on platform mastery and visual advice delivery. Your presentations will stay ahead of the competition down the street.
Skip the Learning Curve With One-On-One Onboarding
Get one-on-one setup with your account team to configure branding, integrations, and permissions fast, ensuring Elite starts paying off from day one.
Already an Asset-Map User?
Upgrade to Elite Today.
Take your practice to the next level with custom branding, priority support, and tools built to grow your business. Upgrading takes minutes, and your client data stays exactly where it is.
