Financial professionals use Asset-Map to create a one page visual client profile to facilitate meaningful financial conversations with their clients.


Asset-Map was developed by successful financial professionals because of the complexity of providing guidance on what customers cannot visualize. The Asset-Map Platform blends design thinking and personal finance to validate facts and conditions, spark meaningful conversation with clients, and efficiently illustrate their complete financial landscape in one interactive digital or printed view. Asset-Map has been proven to increase client engagement and sales for financial professionals and firms who use it to facilitate client discussions, and works with every type of client from simple to complex, high-net worth households to businesses and trusts. With thousands of advisors using Asset-Map Platform globally in multiple currencies, Asset-Map is creating a new standard for simple-rich visuals among financial services engagement experiences.

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