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Simple & Easy: Making Asset-Map an Integral Part of Your Practice

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Client Profile

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.

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Discover

This process uncovers opportunities to discuss investment management, insurance, business planning, benefits opportunities.

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Review

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.

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Discuss

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.

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Less tech. More you. Better advice.

(In our relationship...)

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