Asset-Map
Visual client discovery and financial mapping software for advisor meetings.
asset-map.comAsset-Map produces visual maps of a client's finances for use in discovery interviews and presentations. Its site lists a client portal, a discovery interview tool, priority and relationship mapping, and reports, and says it can be used alone or alongside eMoney or MoneyGuide.
Adam Holt founded the company in 2008, according to a 2020 press release, and it lists a Philadelphia address. Plans are grouped by team size: individual, firm and enterprise.
What it does
- Visual financial maps
- Discovery interview
- Client portal
- Priorities mapping
- Reports
Works with
Integrations
As listed by Asset-Map.
Coverage
- Jump links FMG Connect content to post-meeting follow-up for advisors
Financial ADVSR, Oct 19
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