The Asset-Map + Plannr integration lets you seamlessly synchronize client account information directly from Plannr to the Asset-Map platform. With real-time sharing of client data and visual reports, these improvements enhance advisor efficiency while helping you build more meaningful conversations.
Visualize your client's Portfolio and Account performance, as well as their demographic information, directly on the Asset-Map. With the integration, you can sync via the household, member, or instrument modals to launch the Plannr CRM platform and view the interested client.
View account performance associated with corresponding financial instruments found in the household's current portfolio within the Plannr CRM platform. Click to launch Plannr and view this individual record right from the Asset-Map Report.
Quickly and easily activate the account via the Integrations tab. Then you can create new households or update an existing household with our synchronization tool. The Asset-Map and Plannr integration is as simple as clicking a button to import the relevant data.
Learn more about Asset-Map: our visual, holistic planning and advice delivery tool designed to elevate conversations with your clients. No other platform makes financial planning conversations as simple, productive or profitable.
A subscription to the Plannr CRM platform
A subscription to Asset-Map
