Financial retirement planning software that both you and your clients will enjoy using.
Run the numbers and see how different factors affect your client’s retirement plans. Give clients an understanding of why they should make a certain decision without getting too bogged down in the details.
All of your retirement planning clients’ data is highly protected — exceeding the industry standard.
We don't sell your data to a third party.
Your client’s data is never more secure than with Asset-Map’s superior retirement planning software protection.
Show all of your client’s assets and liabilities on one intuitive dashboard. Track your client's net worth across their retirement accounts, including their Roth IRA, pension or retirement income, investment accounts, and retirement savings.
See the gaps or opportunities in your client's retirement planning strategy at a glance with Asset-Map’s software. Keep the financial data updated and give real-time financial advice on how they can reach their retirement planning goals faster.
With all the financial information organized in one place via Asset-Map’s financial retirement planning software, you can see how your client's spending habits affect their retirement plan. Help clients become more intentional with their personal finances and show them how their spending affects their ability to reach their retirement goals. Or, show them how funded they are for retirement and send them on their way anticipating your next meeting.
Your retirement planning clients don't want a 75-page financial plan. Instead, get a suite of financial planning tools to summarize their financial life that makes immediate, intuitive sense.
Move on to a more productive discussion and spend your sessions giving comprehensive, personalized advice that suits their current financial situation.
Skip the Monte Carlo simulations and give your clients what they really need — a crash course on their progress after considering various factors, such as their financial goals, income sources, investment returns, cash flow, and more.
Show and compare different scenarios to help your clients plan their retirement at every stage of their financial life. Your clients can see their annual income across all life stages, their ideal retirement age, and how much they would need to save, as well as their progress towards their retirement goals.
Engage your financial advising clients beyond lists and numbers. Move your explanation from retirement calculators to visual boards and tell a story that your clients can intuitively grasp.
Run the retirement planning scenarios and help your financial planning clients to see the full picture. Help your clients to trust their decision on asset allocation, budgeting, and other financial changes.
Asset-Map enables you to drive client meetings with clarity and gives you a boost of confidence when you’re advising clients because you know you have the proof to back up your advice in a way that clients can understand.
- George M., Asset-Map Advisor
More than just financial planning software, Asset Map powers your client meetings to be more client-focused, so you can give relevant advice at the right time and your clients will see you as the genius that you truly are. Our software offers solutions and features that advisors can use for financial planning, retirement planning, estate planning, and more!
Secure your clients’ financial future with comprehensive financial planning coupled with the best retirement planning tool on the market.
Schedule a demo today!
