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Asset-Map LLC

Adam Holt, Founder & Chief Executive Officer
111 S. Independence Mall East, Suite 340
The Bourse
Philadelphia, PA 19106
(888) 664-8850 (phone)
Membership Level: Silver Service Member
Asset-Map is a household financial visualization tool. Because financial advisors cannot manage what they cannot see, the Asset-Map platform blends design thinking and personal finance to deepen client relations, spark meaningful conversations with clients and efficiently illustrate their complete financial landscape all in a simple, one-page snapshot. Asset-Map has been proven to increase client engagement and sales for financial professionals and firms who use it to facilitate client interactions. Customized for each installation, Asset-Mapis a truly unique way to promote big-picture planning for individuals and businesses and drive cross-sales and customer engagement. Used in conjunction with CRM, Financial Planning, or Portfolio Analytics technology, Asset-Map can be integrated or stand alone as a KYC fact-finding platform addressing data security, compliance and regulatory requirements.

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