Asset-Map

Asset-Map is a financial planning software company that provides a suite of tools designed to simplify the client experience and streamline the financial planning process for advisors. Their flagship product, the Asset-Map Report, is a one-page visual representation of a client’s entire financial picture, making it easier for advisors to identify gaps, opportunities, and areas for improvement.

Asset-Map has a strong focus on client engagement and aims to make financial planning more accessible and understandable for clients. They offer a range of features to support this goal, including Discovery (a data collection tool), Target-Maps (a goal-planning tool), Stencils (peer comparison tools), and Signals (risk assessment tools). The company boasts a growing list of successful customer stories, including advisors who have increased their production, improved client engagement, and streamlined their workflows with Asset-Map.

Asset-Map is a financial mapping software company that helps financial advisors simplify financial planning and deliver more engaging advice to their clients. Their mission is to provide advisors with intuitive tools that visually organize client finances, helping them understand their financial picture, identify opportunities and make better decisions. By creating a clear and transparent financial picture, Asset-Map strives to empower advisors to build stronger relationships with their clients and deliver exceptional financial planning services.

Asset-Map cultivates a culture focused on empowering financial advisors with innovative tools and a collaborative environment to enhance their client relationships. They prioritize simplicity and visual clarity, enabling advisors to deliver engaging and effective financial planning solutions. Their commitment to client success is reflected in their numerous resources, training programs, and customer testimonials, creating a positive and supportive community for financial professionals.