At Asset-Map, we believe everyone deserves to understand their finances to make better decisions about what matters most. That’s why we partner with financial advisors to visualize a client’s complete financial inventory on one page. No more relying on complicated spreadsheets or long reports to communicate their current financial condition with a client.
Used by thousands of financial professionals, Asset-Map gets to the bottom line to prioritize and share the most important, relevant and practical insights. Visualizing the complete financial picture allows busy clients and advisors to have a meaningful conversation about insights uncovered – and prioritize key decisions together to take action.