Streamline Data Entry by Onboarding Clients with a Quick Digital Fact-Finder

Join us as we cover our Digital Fact-Finder, also known as our Discovery Interview Links. See why Advisors use Discovery as their preferred method of onboarding for leads and prospects. Why not take the work load off yourself? Great to use in Discovery meetings or even sent as pre or post meeting action items.

About Asset-Map:
Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, Asset-Map is on a mission to elevate the financial health of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that empowers humans to easily comprehend, discuss, and make smart financial decisions now and in the future. Asset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 1.8 million people and $1.5 trillion in financial instruments.

Learn more about Asset-Map: https://www.asset-map.com/

Follow us on socials:
Linkedin   / asset-map  
X https://x.com/assetmapllc
Facebook   / assetmapplatform  
Tiktok   / assetmap