Asset-Map
Asset-Map believes that a simple visual approach can be a better way for financial advisors to interact with clients. Their technology helps to visualize a client’s complete financial inventory on a single page.
How does the integration work?
The integration with Asset-Map allows you to import and export client/prospect data. We integrate contact and household information, insurance, assets, liabilities and we export cash flow information.
We also developed a fact finder template optimized for Asset-Map that only gathers data that can be imported/exported. You are free to use this template as is, or customize it to your needs.