Our email tips will take your client engagement experience to the next level, and our in-app messages will be treasures you can use every day. Below are all of our first year communications about our application all on one page. Enjoy!
In-app Calculator
Skip the scratch-pad. Use dollar value fields for just-in-time calculations! Begin by typing "=" into any dollar value field, enter your formula and just hit the enter key.
Marketing Kit
Let 'em know what you can do!
It's time let your prospect and clients know that your firm now provides a one page visual of their financial decisions! Leverage our customizable marketing kit to advertise your new service!
Right Click Options
Handy Tools are just a (right) click away!
Right click on an Asset-Map to reveal quick and convenient tools to streamline your work!
Create Custom Target-Maps in Asset-Map
I need to create a custom financial funding goal... How do I do that?
Illustrate tax payments required to sell a business; a savings goal for a child getting married; a vacation savings goal; a liability pay-off and more with custom Target-Maps. It's lightning quick and gets the conversation going!
Combine Financials on One Map
Combine the financials of any combination of members and entities on one map.
Know Your Client's Potential
The opportunities are all there....Let's find them!
Asset-Map provides you a window into your client's "Key Financial Figures". Utilize KFF to examine:
Family Planning Ratios
Accounts
Assets
Risk Management
Everything is tracked per household so that you can see the status of a client's potential - at a glance!
Private Households
Use our privacy feature to prevent sub-advisors and delegates from seeing specific households in your Household Index.
Tip: If you are sharing your credentials, nothing is private! Instead, make them a sub-advisor or a delegate and be in control of your book of business.
Learn More about Households
Check Out Asset-Map's 6-Step Engagement Process
Asset-Map is so much more than just software - its an effective process that allows you to lead with advice.
Since its initial development, Asset-Map has been transforming the way financial professionals interact with prospects and clients by allowing them to take a simplified but intelligent approach to providing relevant and timely guidance.
Asset-Map Legend
Clarity is Key. Show your clients exactly what the shapes and colors of their financials mean using the Show Legend option in the Asset-Map options menu. (right-click)
Save time with Stencils!
Build an Asset-Map...Fast!
Use our convenient Stencils feature and open the door to better conversation and more opportunities. Apply pre-set financial tiles and just fill in the gaps - or - create your own custom Stencil to illustrate and prepare for your most common client scenarios!
Marker Shortcuts
Use the Marker like a Pro!
Press CTRL+M (or COMMAND+M for Mac) to activate the Marker from your keyboard. Start illustrating your points for your clients. Check out the other shortcuts below and in this article.
Revisit. Re-adjust. Reset with Target-Maps.
Clients lives are always changing - Keep up with Target-Maps!
Target-Maps provide an overview of how your clients are progressing towards their goals. However, it's important to revisit and adjust Target-Maps regularly and always be on top of your client's new or changing situations.
Display Household Net Worth on Asset-Map
Understand How Spending Needs Evolve.
Expand the conversation with Cash Flow Details.
Communicate how the spending needs evolve over time, incorporating inflation and expected net return on capital
Show what sources of capital are already in place and when they come into play
Display the values of assets that need to be planned for distribution to make up for any shortfalls
Link Debt to Asset
Illustrate the association between an Asset and a Debt (i.e. Mortgage, HELOC etc.) Calculate the difference and improve clarity!
4/2021