A Scalable Platform for Enterprises
Asset-Map is an innovative solution that helps firms bring their brand of advice to life, expand their reach and boost productivity. Valuable for a firm’s full spectrum of advisors and staff, Asset-Map’s best-in-class technology facilitates ongoing client discovery, profiling, data collection, and empowers financial professionals with capabilities that make holistic planning simple. Clients experience an engaging process that brings clarity to their financial decision-making.
Asset-Map supports implementation across a wide variety of enterprise contexts and business models including RIAs, Broker/Dealers, independent B/Ds, banks and credit unions - as well as their diverse client segments. Your enterprise is unique, and we’re here to help with deep experience and flexible solutions.
Demonstrated results
New advisors that use Asset-Map with 6+ households outperform non-users in AUM, life insurance, and annuity revenue at scale.
A four-year study at a large broker-dealer found that twice as many advisors who survived their first four years in the business primarily used Asset-Map as opposed to those who didn’t primarily use Asset-Map.
At a large broker dealer where Asset-Map is one of many available tools, 82% of financial advisors who can use Asset-Map choose to do so in their practice.
