Equitable Advisors
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.
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.
Features & Benefits
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Custom Branding
Brand the Asset-Map platform for you, your firm, and your clients! Replace the Asset-Map logo with your own and define a custom color for the Discovery fact-finder.
FREE Personalized Marketing Video ($350 Value)
A professionally produced, high-converting marketing asset built around your firm's branding.
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Signals+ Uncover Hidden Revenue Opportunities
Uncover hidden revenue by filtering down to the opportunities that need your attention now.
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Report Archive
Every report generated within a Household is automatically saved to that Household's Report History tab, giving financial professionals a complete, growing archive.
Streamline Fact-Finding with Questionnaires
Send targeted, digital question sets directly to clients and prospects, instantly converting responses into actionable visual data.
Elite functionality described here is available exclusively to ESF financial professionals on direct-pay subscriptions.
DSF-affiliated (20th edition) producers are not eligible to upgrade to Elite at this time.
DSF-affiliated (20th edition) producers are not eligible to upgrade to Elite at this time.
Already an Asset-Map User? Upgrade to Elite Today.
Take your practice to the next level with custom branding and tools built to grow your business. Upgrading takes minutes, and your client data stays exactly where it is.
