Asset-Map: Simplifying the Future of the Financial Industry

H. Adam Holt

Founder & CEO

“Financial professionals don’t need more complexity from their technology. They need solutions that make it easier and faster to deliver relevant advice.”

The optimism in fintech investment globally is extreme as entering 2022, with various subsectors well-positioned to evolve and new ones expected to emerge. Organizations offering technology-powered financial services to make lives easier are on the rise. Asset-Map is a Software-as-a-Process experience for financial professionals who offer in-person and remote advice in the wealth management, investment, and insurance markets. As part of the advice engagement process, it centers around the digital visualization of household facts to create highly customized, design-thinking presentations in minutes that help advisors and their customers make better financial decisions.


Asset-Map is a financial technology solution that enables client profiling data collection, empowers financial professionals with easy-to-use, needs-based financial planning, provides a best-in-class client engagement experience. It simplifies cross-selling and opportunity discovery through an engaging one-page visual of a client’s economic life cycle. Their reports focus on building a financial visualization in a singular view for ongoing and critical communication about what needs attention in the context of holistic guidance.


An Asset-Map Report is a visual experience that displays all of a household’s members, entities, financial assets, liabilities, cash flows, and insurance policies. This provides an advisor with a straightforward way to quickly address gaps in a financial plan and uncover new opportunities to elevate their clients’ condition. To help financial advisors and firms understand their entire book of business, the Household Index allows for filtering and sorting all households currently within the Asset-Map team. This dynamic reporting of financial parameters helps better understand client segments and drive opportunities for targeted conversations.


A five-year study tracking line-specific production of 7,590 new and experienced advisors found a consistent correlation between advisors who use Asset-Map and increases in production in almost all lines of business. Advisors who used Asset-Map produced $69,488,039 more between 2015 and 2019 than their non-using counterparts.


The challenge faced by financial experts is narrowing down the areas of the customer experience to focus on now since they’re all critical. Asset-Map surveyed to determine which milestones existed for both customers and advisors along the customer experience journey from start to end. The Advice Journey Survey from Asset-Map uncovered significant insights into the experience.


By overlapping these respondents’ perceptions, expectations, and experiences, they built a framework of the typical journey from the initial introduction of an advisor to supporting the ongoing relationship between customers and their advisors. The top overlap concerns from all parties are inspected in their findings to find out which investments are crucial for small and large financial services firms.


Recently Asset Map announced the expansion of its platform with Signals. Designed to bridge the gap between validating a household’s current financial decisions and new planning opportunities, Signals automatically identify the financial capacity to weather six critical events that commonly disrupt a client’s financial security. Signals will hasten conversations between financial professionals and clients with simple, visual keys to bring attention to the potential impact due to a financially disruptive event.


“The biggest challenge clients face is knowing if they will be ‘OK’ financially. Traditionally, professional advisors have spent significant time collecting data and analyzing financial forecasts,” says H. Adam Holt, CEO, and Founder of Asset-Map. “Signals provide immediate feedback to Asset-Map users with red, yellow, and green indications of the client’s household well-being. Financial professionals don’t need more complexity from their technology. They need solutions that make it easier and faster to deliver relevant advice. If the engine light in your car goes on, you know what to check. Signals is designed to give professionals the same experience when providing advice by alerting them to potential perils before they can disrupt a client’s financial health,” he added.