Asset-Map

Asset-Map (www.asset-map.com) was founded by financial professional Adam Holt in 2008. A visual financial communication tool designed specifically to address the common obstacles that financial professionals face on a daily basis, Asset-Map works to spark meaningful conversation with clients and efficiently illustrates their complete financial landscape all in a simple, one- page snapshot. Asset-Map has been proven to increase sales for financial professionals and firms who use it to facilitate client discussions, and is suitable for every type of client.