Asset-Map
Advice Starts Here
Asset-Map is a Software-as-a-Process experience for financial professionals who provide in-person and remote advice in the wealth management, investment, and insurance markets. Typically included as part of the financial planning engagement process, Asset-Map centers around the digital visualization of household facts to build highly customized, design-thinking presentations in minutes that help advisors and their customers make better financial decisions. Asset-Map is used by thousands of professionals worldwide, having mapped over 1 million people and $1.4 trillion in financial instruments.
FPA Advantage
FPA members save 10% (Applies to Annual and Monthly Payments!)
Benefits
● Display all of a household’s members, entities, financial assets, liabilities, cash-flows, and insurance policies.
● 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.
● Identify clients' funding gaps toward financial goals in mere moments and then track their progress (and required actions).
● Facilitate more productive discussions by overlaying a ‘demographic’ or ‘time-of-life’ Stencil to a household’s Asset-Map report.
● Streamline the collection of high-level household data and their concerns to pre-build their Asset-Map Report.