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Wealth & Private Banking › Financial Planning & Advice › Financial Planning Software
Asset-Map
Visual financial planning software that maps a household's full financial picture for advisor-client conversations.
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Overview
Asset-Map is financial planning software for advisors that presents a household's members, assets, liabilities, incomes and insurances as a single visual map. The format is designed to support clearer, more engaging guidance conversations rather than dense report output.
Used across wealth management, investment and insurance practices, Asset-Map serves as a complementary planning layer and connects with common advisor money-management tools to keep client information in one view.
Key Features
- + Visual household financial map of members, assets and liabilities
- + Consolidated view of incomes and insurance coverage
- + Client-friendly planning conversations and presentations
- + Identification of gaps and planning opportunities
- + Integrations with advisor money-management platforms
- + Collaboration across remote and in-person meetings
Integrations
Open APIFinancial planning toolsAccount aggregation providers
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