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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Extend a Bespoke Experience With Custom 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.
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Uncover Hidden Revenue Opportunities Using Signals+
Scan your entire book at once to surface underinsured risks so your next opportunity is just a filter away.
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Access Report History
Easily conduct client retrospectives with full visibility into their Asset-Map history, and stay audit-ready with a solid data backbone.
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.
