I like how Asset-Map is easy to use with a very nice visual presentation that my clients appreciate. My clients love that they can see everything organized in one place and receive a report that aids their ongoing planning. The features like visual representation and simple report generation make the planning and suitability process really easy for me as an insurance agent and retirement income planner. I've noticed that many clients mention other advisers don't provide tools like these to help them understand their financial picture. Also, the initial setup was easy, and the simple design works great with my system.

It is visually interactive with clients and easy for clients to comprehend.

I love that I can see a client’s net worth all on one page. The math in the goals is straightforward to explain, and the client-driven data gathering is really convenient.