How Asset-Map Serves a Multi-Service Financial Organization

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Earlier this year, as part of maintaining an awareness of fintech tools, I came across Asset-Map, a relatively little-known tech newcomer to the financial planning space. Asset-Map is both the fastest growing and highest-rated financial planning tool according to the T3/Insider Advisor Tech Survey 20211. The company also recently collected its third Wealthie award and second win for Best Specialized Planning Application2 and is getting great public advisor support with a 4.9 G2 rating in financial wellness3.

The high praise moved me to learn more. I read available material, reviewed its website, saw a demonstration, attended a three-day boot camp, and used the tool for myself. Asset-Map has a process and capability that’s clear and understandable because of its visualization and the logic it employs to tell clients exactly where they stand in their financial lives and what they have to do, if anything, to improve it.

My next step was to speak with advisor users to get the “real deal” perspective. Getting a field perspective became a key part of my exploration, i.e., research on why advisors are using Asset-Map. I arranged to interview several financial professionals and see how they are using this technology. This is one of several articles of Asset-Map users that I’d like to share with you.

Asset-Map, a brief introduction

For those who have already read other articles in this series, feel free to skip this section. I recently had the privilege of speaking with several users of Asset-Map software.

To me, the most interesting thing I get from speaking with financial advisors is the sincerity and caring they show in talking about who they work for and what they hope to do for them. The advisors I spoke with are good human beings who care about their clients and work hard at living up to their fiduciary responsibilities as they offer their financial services to the public.