Transform your financial planning process and client relationships with Asset-Map - the user-friendly mapping software with informative visualizations.

Use Asset-Map to present your findings without confusing your clients and get the chance to have a productive discussion — not a lecture. Compare different scenarios, show all of your client's financial assets, and track progress to their financial goals through a one-page map.

Find the perfect plan for your financial planning needs today with Asset-Map! Click now to take your client relationships to the next level.

Combine your financial expertise with design thinking to display your client's complete financial picture with clarity.

The real property asset map is an online application populated with geo-referenced features that represent all real property assets comprising the highway right of way and is the replacement for paper right-of-way maps.

Created by successful financial professionals, Asset-Map facilitates comprehensive fact-finding to meet ‘Know Your Client’ (KYC) regulatory initiatives and uncover details important to the client for making informed financial decisions.

Go more in-depth into best practices and strategies - focusing on deep dives of specific areas, plus how to implement Asset-Map into your practice immediately. Join us on the first Monday of every month at 12PM ET and learn how to strategically and effectively market Asset-Map as a value-add to your clients and prospects. Register Now!

Lesson: How to Make an Asset-Map (4 mins.) Let's get started! The key steps in making a Household (and Asset-Map) manually are: Bonus Content! - Learn the colors, sections, and areas of an Asset-Map Report. Want to jump ahead and check out all of the Lessons in one place? Click here! 9/2024. Did this answer your question? Let's get started!

Visual catalog of a household's financial data including assets, liabilities, insurance policies, income flows, and key members. An Asset-Map Report is created as part of a Household. It can be manipulated and presented from its web page, …

Unlike traditional financial planning software, Asset-Map provides an interactive holistic view of a household’s financial picture that empowers humans to easily comprehend, discuss, and make smart financial decisions now and in the future.