Asset-Map provides financial mapping software designed specifically for financial advisors. This platform uses a visual-first approach to help advisors facilitate clearer, more conversational planning discussions with clients. The software accelerates client comprehension of their financial situation, enabling advisors to deliver advice with greater speed and confidence.
Funding
$6M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Financial advisors often struggle to effectively communicate complex financial information to their clients, leading to misunderstandings and hindering informed decision-making. Traditional methods of presenting financial data can be overwhelming and difficult for clients to grasp, resulting in disengagement and a lack of confidence in their financial plans.
Solution
Asset-Map provides financial advisors with a visual-first software platform to create easily understandable, interactive representations of a client's financial situation. The platform generates a clear, holistic view of a household's financial assets, liabilities, cash flows, and insurance policies, enabling advisors to quickly identify gaps and opportunities. By presenting financial data in a visual format, Asset-Map promotes client engagement, facilitates more productive conversations, and empowers clients to make informed decisions. The platform streamlines data collection, allowing advisors to create visual Asset-Map reports in minutes, and offers tools to overlay peer data and expedite goal-based conversations.
Target Audience
Asset-Map primarily serves financial advisors, wealth managers, and financial professionals who seek to improve client communication, enhance engagement, and streamline the financial planning process.
Features
- Visual Asset-Map Reports displaying all household members, entities, financial assets, liabilities, cash-flows and insurance policies
- Discovery Interview feature to streamline client data collection and create Asset-Map Reports quickly
- Stencils to overlay common demographics and visualize peer financial pictures
- Target-Maps to expedite goal-based conversations and address capital shortfalls
- Signals feature to anticipate potential financial weak spots based on the Asset-Map Report
- Client Portal providing secure on-demand access to Asset-Map Reports and financial summaries
- Drafts allowing advisors to model potential changes without impacting original client data
- Integrations with financial technology applications like Nitrogen, Orion, MoneyGuidePro, and Redtail CRM