Engage Clients from Start to Finish

Our features provide a comprehensive client-engagement experience and empowers you to make better decisions by getting on the same page - literally.

Check out other recent product releases: CLIENT PORTAL + DRAFTS + CUSTOM BRANDING

ASSET-MAP REPORT

A financial picture is worth a thousand decisions…

Engage in 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.

DISCOVERY INTERVIEW

Scale client data collection

Discovery data collection empowers financial professionals to streamline the fact-finding process by collecting what’s in their clients’ heads and transferring it into a visual Asset-Map Report in minutes, not hours (or days).

Learn more about Discovery

STENCILS

Overlay peer data and accelerate engagement

Easily overlay common demographics to households to help clients visualize what their peers’ financial picture looks like, helping you to engage in faster conversations on what’s missing or needs attention. Picture a financial version of how Netflix™ informs what other people like you watch.

Learn more about Stencils

TARGET-MAPS

Expedite goal-based conversations

Target-Maps address common questions to quickly get everyone on the same page, and engage clients on an even deeper level. Quickly answer how close they are to funding their goal and how to resolve any capital shortfalls.

Learn more about Target-Maps

SIGNALS

The “Check Engine Light” of financial wellness

Anticipate your clients’ potential financial weak spots before they occur. Use our award-winning Signals features to quickly indicate a household’s ability to weather up to six common financial events based solely on their Asset-Map Report.

Learn more about Signals

NOW AVAILABLE!

Client Portal provides secure on-demand access for your clients

Share view or print-only access to the Asset-Map Report, Signals, household members and entities, financials, balance sheets and policy summaries. Empowering your clients’ financial journey by providing them access instantly.

Deliver more personalized service at scale, build goodwill through transparency and create a more interactive experience for your clients.

Learn More About Client Portal

RECENT RELEASE

Model potential changes by creating alternative Asset-Map Drafts

Drafts provides the opportunity to create placeholder views within a household to visually illustrate proposed changes to a client’s Asset-Map without impacting the original household data.

It’s a virtual sandbox where financial instrument additions, deletions, and other changes can be made without affecting the current Asset-Map. Now available for Pro and Elite subscribers.

Learn More About Drafts

RECENT RELEASE

Customize the Asset-Map platform to your own brand

Deliver a consistent, personalized look & feel which reinforces brand awareness, improves brand recognition and trust, and deepens your client relationships.

Your logo, brand color, custom imagery and branded reports turn Asset-Map into a true extension of your company. Now available for Elite subscribers.

Learn More About Elite

HOUSEHOLD INDEX

Organize your book of business for maximum data transparency

In order to help financial advisors and firms have a deeper understanding of their entire book of business, the Household Index allows for 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.

Integrate with your favorite partner solutions

Give your clients an experience that combines the best of all the advisor technology solutions you use.

With our open architecture approach, you can integrate a client's Asset-Map Report into other technology solutions, as well as sync additional information to the Asset-Map Platform from our trusted partners.