Asset-Map is a tool for CPA financial planners to visually map and capture their client’s financial picture. With better insights into a client’s financial inventory, advisers can help clients identify opportunities and track progress to their financial goals.
Some key features of the Asset-Map platform include:
Quick client data collection
Visualization of household finances
Financial Fire Drill Alerts
Connection to firm data sources
PFP Section members get a 15% discount for the Asset-Map tool. Schedule a demo or sign up