With keyboard shortcuts, you can quickly mark up your Asset-Map Reports and keep the conversation flowing. Marker enhances your client meetings, either in the office or remotely. Asset-Map Platform EnhancementsĪn interactive view of future values for planned spending alongside the funding sources available to meet those needs and the long-term impact on invested capital In case you haven’t kept up, here are the major enhancements we’ve made recently and how they benefit your firm. The enhancements to the Asset-Map platform over the last year, and the advisors who push us to keep innovating, are the reasons why we’re so excited about these results. This year, Asset-Map’s market share increased 326% over the 2020 report’s numbers, and we claimed the top user rating of any planning software in the top ten.Īnd we were even quoted in the T3/Inside Information survey assessment: “Asset-Map-whether in a complementary role or as a planning engine on its own-achieved the highest rating in the category.”īut we’re not just going to use this blog to talk up how we placed in a survey, though. The T3/Inside Information survey results are just another confirmation that the team continues to make the decisions necessary to empower the Asset-Map community and put them in the best possible position to provide the right financial advice to their clients. We come to work every day with one mission in mind, and that’s to make it easier for financial professionals to communicate with their clients and visualize the possibilities of what their money can do for them. In this blog, we’ll draw your attention to Asset-Map’s placement in the Financial Planning software category.
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One of the deepest and most widely-read wealth management software research reports has released its 2021 edition, and we’re loving the results.Ĭlick here to download the 2021 T3 and Inside Information survey results to read the report for yourself.
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