Join the thousands of financial professionals providing a comprehensive advice experience that engages clients from start to finish and empowers them to make better decisions by getting on the same page - literally.
Allowing joint users to better leverage both platforms through a more tightly coupled, multi-stage integration process to create a uniquely appealing user experience intended to increase engagement between advisors and their clients across platforms.
An Asset-Map Report is 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 to elevate their clients’ condition.
Our direct-to-consumer Discovery Interview helps streamline the collection of high-level household data and their concerns to pre-build their Asset-Map Report. By involving clients early in the fact-finding process, financial advisors can be better prepared to set clear goals and expectations from the first time they interact.
Facilitate more productive discussions by overlaying a ‘demographic’ or ‘time-of-life’ Stencil to a household’s Asset-Map report. The Stencil adds suggestions for typical financial instruments that a household’s peers may have to make it easier for financial advisors to elevate their condition.
Anticipate your clients’ potential financial weak spots before they occur. Use our award-winning Signals feature to quickly indicate a household’s ability to weather up to six common financial events based solely on their Asset-Map Report.
A Target-Map helps financial advisors and their clients identify funding gaps toward financial goals in mere moments and then track their progress (and required actions). Common templates include Retirement, Education, Loss of Life, Disability, and Long-term Care.
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.
No other platform makes advice conversations as simple, productive, and profitable.
38% higher yearly revenue
“The best way to measure the value of technology is to understand what your firm would be like without it. Asset-Map is like coffee for me and my clients; it’s an essential part of every day.”
Get your free demo and see how you can strengthen client relationships, scale your advisory services, and deliver lasting value.
