In their own words:

• Asset-Map is an advice engagement platform that helps Financial Professionals cut through complexity to optimise communication, build trust and deepen relationships with client households.
• With a simple, but rich visualisation of the client’s financial inventory, clients experience a comforting sense of clarity that translates into quick and confident decision-making.
• Coupled with cashflow calculators and reporting features, Asset-Map quickly becomes the go-to technology for engaging and recording advice conversations.