Asset Map

111 S. Independence Mall East
Suite 340, The Bourse
Philadelphia, PA 19106
Phone: 888-664-8850

Specializations: Prospecting, Data Leveraging, Activity Management

Resource Overview

Asset-Map is a client communication tool that was created by financial professionals for financial professionals. The platform creates interactive visuals blending design thinking and personal finance to deepen client conversation. Asset-Map illustrates a client’s complete financial landscape in a simple, one-page snapshot with supporting Target-Map output that indicates how funded a client’s goals are. The platform prompts conversations for advisors so they can collect all of a client’s financial information in one place to not only visualize data in an engaging manner but also assists advisors in finding new opportunities to help their clients.

Asset Map's CEO Speaks at LAMP '18

Asset Map CEO H. Adam Holt discusses the coming wave of technology disruption on the main stage at LAMP '18.