Asset-Map
Silver Sponsor
Information
Asset-Map is a Software-as-a-Process experience for financial professionals who provide in-person and remote advice in the wealth management, investment, and insurance markets. Typically included as part of the financial planning engagement process, Asset-Map centers around the digital visualization of household facts to build highly customized, design-thinking presentations in minutes that help advisors and their customers make better financial decisions.
Asset-Map is used by thousands of professionals worldwide, having mapped over 1 million people and $600 billion in financial instruments.
To learn more about Asset-Map, visit www.asset-map.com.