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Asset-Map | Clients & Professionals on the Same Page

Financial professionals use Asset-Map to create a one page visual client profile to facilitate meaningful financial conversations with their clients.

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Financial professionals use Asset-Map to create a one page visual client profile to facilitate meaningful financial conversations with their clients.
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Asset-Map | Clients & Professionals on the Same Page | asset-map.com Reviews

https://asset-map.com

Financial professionals use Asset-Map to create a one page visual client profile to facilitate meaningful financial conversations with their clients.

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Asset-Map Platform

You have been logged out. Due to inactivity, for security reasons you have been logged out. Enter your username and password below to login.

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Asset-Map Platform

You have been logged out. Due to inactivity, for security reasons you have been logged out. Sign In to Asset-Map. To login to Asset-Map, you must first log into your Axa account. For any questions, please contact Asset-Map Support at. 888) 664-8850 x8 or email support@asset-map.com. For more information visit us at asset-map.com.

INTERNAL PAGES

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Asset-Map | Discover opportunities to engage your clients

https://www.asset-map.com/professionals

Sure, we reinvented the wheel. But you don’t have to learn to use it by yourself. Accelerating your learning curve. Schedule one-on-one onboarding for users, delegates or firms. All solutions are derived from a fact-finding interview. Learn how Asset-Map promotes continuous visual fact-finding. Whether growing your firm or growing your agency, we’ve built programs to drive KPIs and accelerate adoption and professional culture. Quickly learn how you can have meaningful financial conversations.

2

Asset-Map | Discover opportunities to engage your clients

https://www.asset-map.com/training

Sure, we reinvented the wheel. But you don’t have to learn to use it by yourself. Accelerating your learning curve. Schedule one-on-one onboarding for users, delegates or firms. All solutions are derived from a fact-finding interview. Learn how Asset-Map promotes continuous visual fact-finding. Whether growing your firm or growing your agency, we’ve built programs to drive KPIs and accelerate adoption and professional culture. Quickly learn how you can have meaningful financial conversations.

3

Asset-Map | Visual Client Profiles to Meet DOL Fiduciary Rule

https://www.asset-map.com/what-asset-map

Watch to learn more about the Asset-Map Platform. Simple and Easy: Making Asset-Map an Integral Part of Your Practice. Using our Stencils feature, an Asset-Map can be created in minutes by applying financial instruments relevant to a household and having the client react to them. Clients love seeing on a single page, a visual of who and what is most important to them combined with all their financial elements. Available Where You Need It, When You Need It. Quisque eget elit viverra, ultrices tortor sed, ...

4

Meaningful Financial Conversations | About Asset-Map

https://www.asset-map.com/about

Learn More About the Asset-Map Team. In 2016, Financial Professionals using the Asset-Map Platform have mapped over $324 billion in financial instruments (as of May 2016). VP, CLIENT DEVELOPMENT. If you’re a smart, passionate, go-getter who likes technology and is interested in helping our entrepreneurial team grow to its fullest potential, then click to see if these open roles are right for you. Quickly learn how you can have meaningful financial conversations. 2016 Asset-Map, LLC.

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Asset-Map Platform

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You have been logged out. Due to inactivity, for security reasons you have been logged out. Sign In to Asset-Map. To login to Asset-Map, you must first log into your Axa account. For any questions, please contact Asset-Map Support at. 888) 664-8850 or email support@asset-map.com. For more information visit us at asset-map.com.

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Coriendo

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Major Components of Enj. Coriendo and Your Business. Coriendo's clients are in both the private sector and the public sector. We serve both large and small organizations. While our clients span a wide variety of industries, we specialize in:. Click on the above links for more information on how we can help you in these sectors. Below are specific examples of how Coriendo has used Enj to provide solutions to its customers:. Dechert is a global law firm which needed a system to allow its attorneys to share...

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