Features
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 Thousandā¦
An Asset-Map Report is a visual experience that displays all of a householdās 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 clientsā condition.
Discovery Interview
Collect Data Where People Live (Mobile Device)
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.
Stencils
Use Peer Demographics to Personalize Fact-Finding
Facilitate more productive discussions by overlaying a ādemographicā or ātime-of-lifeā Stencil to a householdās Asset-Map. The Stencil adds suggestions for typical financial instruments that a householdās peers may have to make it easier for financial advisors to elevate their condition.
Signals
The āCheck Engine Lightā of Financial Wellness
Anticipate your clientsā potential financial weak spots before they occur. Use our award-winning Signals feature to quickly indicate a householdās 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.
FAQs
What is Asset-Map?
Asset-Map is a SaaS solution that provides financial advisors with a dynamic and highly effective client engagement process along with tools for client profiling. Created by successful financial professionals, Asset-Map facilitates comprehensive fact-finding to meet āKnow Your Clientā (KYC) regulatory initiatives and uncover details important to the client for making informed financial decisions.
It has positively impacted the advice and sales experience for thousands of financial professionals and improved the decision-making process for hundreds of thousands of households to date.
How is Asset-Map Platform used?
The Asset-Map solution guides in-person or remote client meetings to verify and explore the current household financial condition and decisions. It is often the foundation of a review meeting agenda and enables the financial professional to address the suitability of financial decisions and introduce appropriate strategies into the discussion.
Do you offer enterprise pricing?
Yes, Asset-Map offers enterprise pricing with volume discounts for larger businesses. Contact us today to learn more.
Who uses the Asset-Map solution?
Asset-Map serves financial professionals from a variety of disciplines, including financial planners, RIAs, insurance agents, and tax/legal professionals who all use Asset-Map with their clients. Asset-Map works with both independent practitioners and large global financial services firms and their advisors.
How is Asset-Map priced?
Asset-Map offers two SaaS-based solutions: Asset-Map Essentials and Asset-Map Pro. Essentials has the core functionality of Asset-Map without financial planning goalsābased analyses called Target-Maps. Pro contains all the features designed for the typical Financial Professional. Both feature an annual subscription with monthly or annual billing.
Does Asset-Map offer a money-back satisfaction guarantee?
Yes, Asset-Map offers a 30-day money-back guarantee. You can cancel your Asset-Map subscription and receive a full refund provided you have completed the Asset-Map SmartStart session and we receive your request for cancellation within 30-days of your original purchase date.
Engage Clients from Start to Finish with Asset-Map
Get your free demo and see how we can help your clients visualize their financial possibilities.
