What is Asset-Map?
Asset-Map enables you to easily visualise, understand and manage your assets and investment plans.
This all-in-one digital solution gives you the “big picture” perspective of your financial plan laid out on one page.
Explore a new way of engaging with your financial planner through cutting edge technology on any device, anytime, anywhere! Asset-Map, financial planning made simple.
How Can Asset-Map Help You?
A new perspective
An Asset-Map visually organizes all of a household’s finances in a clear graphical layout, allowing Advisors to apply their professional insight in real-time.
Define a household’s most important financial priorities and track their progress with interactive Target-Maps.
Proactive Decision Making
Intuitively search and filter an entire advisory practice by staying on top of households that need attention unlike ever before.