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Asset-Map
Finance

Asset-Map

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Asset-Map transforms financial planning with a visually intuitive platform that helps advisors and clients see, understand, and act on their financial picture. By replacing complex spreadsheets and text-heavy reports with dynamic, interactive maps, Asset-Map accelerates trust, simplifies decision-making, and fosters more meaningful client conversations.

Key Features:

  • Visual-First Planning: Interactive diagrams make financial data easy to grasp at a glance.

  • Client Engagement Tools: Foster collaborative discussions with real-time scenario modeling.

  • Comprehensive Dashboard: Track assets, liabilities, cash flow, and goals in one place.

  • Retirement & Estate Planning: Visualize projections and legacy plans effortlessly.

  • Integrations: Syncs with leading CRM, custodial, and financial planning tools.

  • Customizable Templates: Tailor maps to reflect client-specific priorities and branding.

  • Mobile-Friendly: Clients and advisors can access maps anytime, anywhere.

Best for:

  • Financial Advisors seeking a more engaging way to present client portfolios.

  • RIAs & Wealth Managers who want to streamline complex planning conversations.

  • Retirement Planners visualizing long-term goals and income strategies.

  • Estate Planners illustrating legacy and wealth transfer scenarios.

  • Enterprise Firms needing scalable, white-labeled solutions for teams.

  • Newer Advisors looking to build credibility with interactive tools.

  • Tech-Driven Practices prioritizing client-centric, digital-first experiences.

Pricing: Contact for a custom quote based on firm size and needs.

Disclaimer: Please refer to the website for the most accurate and current pricing details and service offerings.

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