Asset-Map

Discovery data collection from Asset-Map empowers financial professionals to streamline the fact-finding process by collecting what’s in their clients’ heads and transferring it into visuals in the Asset-Map platform in minutes, not hours (or days).

Connect Asset-Map with leading financial technology platforms including eMoney, RedTail, MoneyGuidePro, Orion, and more for seamless workflows.

Asset-Map offers partnerships with fintech firms and industry organizations to combine human advice with technology.

The page explains differences between fiduciary and financial advisor roles in legal duty, regulatory oversight, and compensation. Asset-Map helps build stronger client conversations.

Last week I had the opportunity to attend the Carson Group’s annual conference, Excell 2019, in Chicago along with a few other team members at Asset-Map.

The page says getting more organized is a priority for nearly everyone.

Asset-Map offers Professional, Elite, and Firm plans, each with a 30-day money-back guarantee.

Asset-Map pioneered modern conversational financial planning. Every feature, every visual, every workflow exists to make the client conversation clearer, faster, and more productive.

Asset-Map's team includes strategists, former advisors, and fintech enthusiasts.

The page features accounts from people who use Asset-Map reports and describes how advisors use the technology to strengthen client relationships.

Advisors in 20 countries use Asset-Map, and millions of people have had an Asset-Map built for them.

The company offers visual financial planning and integrates with clients’ tech stacks. It is SOC 2 certified and trusted by 2.14M+ clients.