Check out our Latest Innovations + Register for Free Training
CLIENT PORTAL
DRAFTS
STENCIL LIBRARY
Did you know we have released 3 major new product features in the last 6 months? And better yet, all of them are available to every subscribers.
Plus, we offer free monthly Accelerate training webinars, with step-by-step guides detailing how to use these features to your advantage. Register for the next Accelerate series webinar today!
““It has been a dream to work with you and the Asset-Map team [...] Your value is well worth your price, and your customer service is unmatched.””
Have you joined our free Accelerate webinar training series?
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.
Discovery Interview
Scale Client Data Collection with Discovery
Discovery data collection empowers financial professionals to streamline the fact-finding process by collecting what’s in their clients’ heads and transferring it into a visual Assset-Map Report in minutes, not hours (or days).
Stencils
Overlay Peer Data and Accelerate Engagement
Easily overlay common demographics to households to help clients visualize what their peers’ financial picture looks like, helping you to engage in faster conversations on what’s missing or needs attention. Picture a financial version of how Netflix™ informs what other people like you watch.
Signals
The “Check Engine Light” of Financial Wellness
Anticipate your clients’ potential financial weak spots before they occur. Use our award-winning Signals features to quickly indicate a household’s ability to weather up to six common financial events based solely on their Asset-Map Report.
Target-Maps
Financial Goals on One Page with Target-Maps
Target-Maps address common questions to quickly get everyone on the same page, and engage clients on an even deeper level. Quickly answer how close they are to funding their goal and how to resolve any capital shortfalls.
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 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.