Asset-Map

Asset-Map is a visual advice experience that helps build feelings of trust and clarity between planners and their clients. In 15 minutes or less, we gather and present the important information about your client’s financials in one shared picture. It’s the start of an easy-to-understand process for bigger advice conversations.

With quick calculators, a client portal and client-persona stencils, Asset-Map covers all the bases in enabling productive advice engagements and leaving clients feeling like better versions of themselves.

Our integration with Plannr will allow financial advisers to:

• Implement Live Data Exchanges: Synchronisation between Plannr and Asset-Map ensures that advisers are having highly effective advice engagements at a fraction of the effort – less data capture, less opportunity for errors.
• Enhance Client Onboarding: A unified onboarding process simplifies and accelerates client intake, providing a smoother experience for both advisers and their clients.
• Optimise Workflows: Integrated systems mean advisers can now manage their workflows more effectively, freeing up time to focus on strategic planning and client engagement.

Find out more about the integration here.

For new enquiries, or for a demonstration of the integration, please book a demo here