Asset-Map Professional

CORE FEATURES & BENEFITS

Inbound Discovery Interview

Accelerate your data collection with your own, unique Discovery URL and QR code

Easy data collection can be the difference between meaningful early conversations and never starting the conversation.

Use your custom inbound Discovery links, QR codes, and website buttons to instantly launch a Discovery Interview with both clients and prospects.

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Target-Maps

Expedite goal-based planning conversations with your clients

Have you ever run into this situation: a client asks if you can help them quickly determine if they can reach a new goal in light of their other financial commitments?

Target-Maps address common questions to quickly get everyone on the same page, and engage clients on an even deeper level.

Quickly answer how close they are to funding their goal and how to resolve any capital shortfalls.

Signals

The “Check Engine Light” of financial wellness

Anticipate your clients’ potential financial weak spots before they occur.

Use our award-winning Signals features to quickly indicate a household’s ability to weather up to six common financial events based solely on their Asset-Map Report.

But there are many more Professional features…

Our most adopted and best-value subscription. This tier offers all of the functionality of our Essentials level - including the Asset-Map Report, Client Portal, Custom Stencils, Outbound Discovery Interview, Integrations, and much more!

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PLUS ALL OF THESE:

[NEW!] Relationship Maps Build stickier relationships, facilitate multi-generational planning, and get insights into key players in your client's finances (executor, trustee, guardian, etc.)
Drafts Create placeholder views within a household to visually illustrate proposed changes to a client’s Asset-Map without impacting the original household data
Target-Map Cashflow Details Go deeper into goal-based planning (Target-Maps) with annual cash flow level details graphically
Target-Map Templates Define and save reusable custom Target-Map templates for a more efficient planning experience
Reporting Layouts / History Customize and save your report layouts. Access recently generated household reports when you need them, with no delay for up to 30 days
Advice Milestones Quickly assign one of the system milestone event types to each household for compliance and reporting
Book of Business Sharing Share access to each member’s households across the whole team (optional)
Team Manager Activity View Gain insight into how your team is using the platform through and easy-to-use visual interface