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What’s included with your Asset-Map subscription
Asset-Map Reports: a financial picture worth a thousand words
Easily display all of a household’s members, entities, financial assets, liabilities, cash-flows, and insurance policies and quickly address gaps or uncover new opportunities to elevate your client experience.
Target-Maps: quickly identify funding gaps
Track your clients’ progress toward their financial goals in mere moments using a number of built-in templates.
Discovery: collect financial data through an on-demand, fact-finding tool
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.