CORE FEATURES & BENEFITS
Asset-Map Professional
Gives you advanced planning tools to accelerate discovery, strengthen client relationships, and deliver clearer, goal-focused financial guidance all in one powerful platform.
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.
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?
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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[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.
Ready to Upgrade?
Upgrade to Asset-Map Professional to unlock advanced features and streamline your financial planning.
Upgrade to Professional NowNeed More Information?
Speak to a member of our team to ensure Professional is the right choice for you.
Speak to Customer Success