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Asset-Map | Financial Mapping Software for Advisors
Transform your financial planning process and client relationships with Asset-Map - the user-friendly mapping software with informative visualizations.
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Financial Planning Software for Advisors — Asset-Map
Synthesize your financial plan into a one-page visual map with our financial planning software and wow clients with your expertise. Click to learn more.
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Features — Asset-Map
Organize your book of business for maximum data transparency In order to help financial advisors and firms have a deeper understanding of their entire book of business, the Household Index allows for...
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Our Story — Asset-Map
Years ago… H. Adam Holt, Asset-Map’s Founder and CEO, was a financial planner frustrated by financial planning. The long, research-packed reports he prepared for client meetings didn’t seem to engage...
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Pricing Plans & FAQs — Asset-Map
Find the perfect plan for your financial planning needs today with Asset-Map! Click now to take your client relationships to the next level.
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Target-Maps — Asset-Map
When you’re meeting with a client, Target-Maps should be used to run an analysis of specific situations to see how well-funded a client would be for both planned and unplanned scenarios. Because we...