Using our Stencils feature, an Asset-Map® can be created in minutes by applying financial instruments relevant to a household and having the client react to them. Clients love seeing on a single page, a visual of who and what is most important to them combined with all their financial elements.
This process uncovers opportunities to discuss investment management, insurance, business planning, benefits opportunities.
Target-Maps® are needs-based analyses to assist an advisor in quickly modeling a household’s financial goals. By visually indicating how a household is funded (or not funded) to meet financial objectives, clients and their advisors get on the same page for reviewing potential solutions.
Asset-Map Platform provides flexible options to facilitate meaningful conversations. Engage your clients with methods comfortable for them by using paper reports, digital tablets, large electronic touchscreens, or virtually through web meetings.