What is Asset-Map?
The comprehensive financial management solution empowers businesses to gain unparalleled visibility into their financial landscape, enabling informed decision-making and strategic planning. Leveraging a seamless integration of design thinking and personal finance principles, this cutting-edge platform delivers graphically-rich Asset-Maps that provide a crystal-clear representation of a client's complete financial picture. Utilized as a Software-as-a-Process experience, the solution is tailored for financial professionals across the wealth management, investment, and insurance sectors, streamlining the financial planning engagement process and fostering stronger advisor-client relationships. With the ability to create highly customized, design-thinking presentations in mere minutes, this powerful tool helps advisors and their customers navigate complex financial decisions with confidence. Boasting a global reach, the solution has been embraced by thousands of professionals worldwide, mapping over 1 million individuals and $1.4 trillion in financial instruments
Highlights
- Comprehensive financial visibility: Provides businesses with a holistic view of their financial assets, cash flows, liabilities, and policies
- Graphically-rich Asset-Maps: Leverages design thinking and personal finance principles to deliver visually-compelling representations of a client's complete financial picture
- Streamlined financial planning: Enables financial professionals to create customized, design-thinking presentations within minutes, strengthening advisor-client relationships
- Widespread adoption: Used by thousands of professionals globally, with over 1 million individuals and $1.4 trillion in financial instruments mapped