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Asset-Map combines design thinking and personal finance to produce graphically-rich Asset-Maps that display a client’s complete financial picture with clarity.
Using Asset-Map with a client is proven to strengthen the advisor/client relationship, drive compliance, increase engagement, uncover opportunities and ultimately improve planning for the future.
Customer Reviews
Michael D.
Advanced user of Asset-MapToo often prospects get frightened off from proper financial planning because they fear they are going to get confused into making bad decisions. Asset-Map makes it more simple to view on one page, with backup reports and scenarios when needed, so there's less computation and hoops to jump through for the client to understand. If your client stresses simplicity, this application can help you deliver
It would be more beenficial to advisor and client to use connections with financial institutions so information is updated accuratley frequently. Incoporating a vault/file sharing process would enhance value.
Would love to be able to itemize expenses or accounts and expand or contract more easily
Quite regularly, new clients have said they don't want to receive a financial plan the size of a bible. Asset-Map helps goal oriented advisors provide the information these clients need in a manner that's easy to absorb, whether they are on target or need some changes
