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How to Visualize Your Clients’ Assets and Financial Needs
Asset-Map is a tool for financial professionals to visually map and provide feedback on their client’s financial picture. With better insights into a client’s financial inventory, advisors can help clients identify risks, opportunities and track progress to their financial goals. Adam Holt joins me to discuss Asset-Map and his vision for the future of technology-enabled advice delivery.
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Here are some links for more information about Asset-Map:
- Asset-Map’s company website
- David Leo’s article on Asset-Map, How Asset-Map Serves a Multi-Service Financial Organization
- Asset-Map’s Compass tool.
A message from Advisor Perspectives and Vetta Fi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.”
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By Advisor Perspectives
4.1
2121 ratings
Asset-Map is a tool for financial professionals to visually map and provide feedback on their client’s financial picture. With better insights into a client’s financial inventory, advisors can help clients identify risks, opportunities and track progress to their financial goals. Adam Holt joins me to discuss Asset-Map and his vision for the future of technology-enabled advice delivery.
-
Here are some links for more information about Asset-Map:
- Asset-Map’s company website
- David Leo’s article on Asset-Map, How Asset-Map Serves a Multi-Service Financial Organization
- Asset-Map’s Compass tool.
A message from Advisor Perspectives and Vetta Fi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.”