Provide 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.

Asset-Map Report

A Financial Picture is Worth a Thousand…

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.

Stencils

Use Peer Demographics to Personalize Fact-Finding

Facilitate more productive discussions by overlaying a ‘demographic’ or ‘time-of-life’ Stencil to a household’s Asset-Map. 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.

Signals

The “Check Engine Light” of Financial Wellness

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.

Target-Maps

Continuous Tracking of Financial Progress and Priorities

A Target-Map helps financial advisors and their clients  in mere moments and then track their progress (and required actions). Common templates include Retirement, Education, Loss of Life, Disability and Long-term Care.

Household Index

Data Transparency Unlike Ever Before

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