Provide a comprehensive advice experience that engages clients from start to finish and empowers them to make better decisions by getting on the same page - literally.

Target-Maps

Continuous Tracking of Financial Progress and Priorities

A Target-Map helps financial advisors and their clients  in mere moments and then track their progress (and required actions). Common templates include Retirement, Education, Loss of Life, Disability and Long-term Care.

Discovery Interview

Collect Data Where People Live (Mobile Device)

Our direct-to-consumer Discovery Interview helps streamline the collection of high-level household data and their concerns to pre-build their Asset-Map Report. By involving clients early in the fact-finding process, financial advisors can be better prepared to set clear goals and expectations from the first time they interact.

Asset-Map Report

A Financial Picture is Worth a Thousand…

An Asset-Map Report is a visual experience that displays all of a household’s members, entities, financial assets, liabilities, cash-flows, and insurance policies. This provides an advisor with a straight-forward way to quickly address gaps in a financial plan as well as uncover new opportunities to elevate their clients’ condition.

Stencils

Use Peer Demographics to Personalize Fact-Finding

Facilitate more productive discussions by overlaying a ‘demographic’ or ‘time-of-life’ Stencil to a household’s Asset-Map. The Stencil adds suggestions for typical financial instruments that a household’s peers may have to make it easier for financial advisors to elevate their condition.

Household Index

Data Transparency Unlike Ever Before

In order to help financial advisors and firms have a deeper understanding of their entire book of business, the Household Index allows for the filtering and sorting of all households currently within your Asset-Map team. This dynamic reporting of financial parameters helps to better understand client segments and drive opportunities for targeted conversations.