Asset-Map Named Top Specialized Planning Application for the Fourth Consecutive Year at the 2023 Wealth Management Industry Awards
The Asset-Map team is honored to take home the award for Specialized Financial Planning for the fourth consecutive year at the 2023 WealthManagement.com Industry Awards for Signals+, which allows financial advisors to easily see, sort, and filter for Signals across all of their clients’ households in a single, comprehensive view.
The Asset-Map team prides itself on constantly innovating our software to address the gaps and needs of financial professionals, advisors, firms, and enterprises to provide them with the tools they need to empower people to make better financial decisions.
Being recognized in the Specialized Planning category for an unprecedented fourth year in a row validates Asset-Map’s commitment to improving the advisor-client relationship to ensure financial peace of mind for everyone.
Now in its ninth year, the WealthManagement.com Industry Awards is the only awards program to honor outstanding achievements by companies, organizations, and individuals that support financial advisor success. This year, 91 awards were presented to 80 companies from a pool of 253 finalists.
Asset-Map’s recognition in the Specialized Planning Application category centered around the efforts to catalyze complex conversations between advisors and their clients with Signals+.
Signals+ was created to ensure financial professionals can proactively and efficiently identify risks across their entire client base, bolstering their reputation as clients’ most-trusted professional advisor and validating proposed solutions. The feature also encourages advisors to focus on clients’ entire financial wellness, rather than only prioritizing portfolio management.
With over 1.25 million people and $1.5 trillion in financial instruments chronicled on Asset-Map’s platform, we found over 75% of the households represented reveal at least two critical Signals, which could result in catastrophic financial impacts. By running these fire drills mathematically, financial professionals are equipped with the insight needed to provide proactive advice, deliver suitable guidance, and ultimately, approach each clients’ individual obstacles with a customized approach. Signals+ has enabled Asset-Map users to help their clients avoid suffering major setbacks to their financial goals and mitigate negative household consequences.
The use of Signals+ has empowered thousands of advisors and millions of consumers to identify and prioritize their financial health in six critical scenarios. Ultimately, advisors using Signals+ can now proactively align all aspects of a financial plan to serve one holistic goal, and ultimately earn more business.
Click here to learn more about Signals+.