Features Overview. Orion offers dozens of financial planning and advising capabilities. Learn about our Orion integration to analyze custodial investment accounts within the same dashboard as other assets and liabilities tracked inside of Asset-Map’s software. We’re a team of strategists, former financial advisors, fintech geeks, and storytellers who ask tough questions to solve complex problems. What do we all have in common?The Asset-Map will include all the information you have as appropriate and perhaps a few placeholders for information you want to discuss further. After your personal greeting and brief conversation, I suggest a quick review of the process you have been going through the last several weeks and today, just to reset and review.Asset-Map is an award-winning financial technology based used by financial professionals around the world. We live by the idea that a visual approach to household complexity can be a better way ... Asset mapping is a capacity-focused way of reimaging the placemaking practice around the strengths and gifts that already exist in our communities. By fixating on a community’s problems, the solutions proposed by a traditional deficit approach rely on outside resources and experts rather than the deep knowledge and expertise of community ... Collect your data. Conduct independent research, survey your neighbors, browse existing community asset resources, or draw insights from demographic data built in to Maptive. Research your community assets for relevant information. While Maptive provides key information like names, addresses, contact info, and images via Google Maps, it also ... Asset-Map is used by thousands of professionals worldwide, having mapped over 1.25 million people and $1.5 trillion in financial instruments. To learn more about Asset-Map, visit www.asset-map.com. About Cetera. Cetera Financial Group (Cetera) is a leading financial advice firm.Asset-Map is more than just technology - it is a process. Since its initial development, Asset-Map has been transforming the way financial professionals interact with prospects/clients by allowing them to take a simplified but intelligent approach to providing relevant guidance to their clientele.In this webinar, LiaJean McHenry (Sr. Training Manager) will cover the ins and outs of Asset-Map Stencils. She will go in-depth about how to use Stencils to help fuel ongoing client conversations, fill in gaps, and introduce new topics. Learn how to use Stencils to host collaborative meetings to uncover opportunities with clients. Read MoreThis zoomed-out example of an asset map includes screenshots for the same workflow on two different channels. Asset Map vs. Customer-Journey Map. Asset maps and customer-journey maps share commonalities and should be thought of as complimentary UX mapping methods. They’re both chronological representations of the user’s experience with a ...Asset-Map can help you improve your client experience and streamline your processes. See how other financial advisors are using Asset-Map’s features, like Discovery Interview, the Asset-Map Report, Target-Maps, Signals, and Stencils, to improve their client satisfaction.Email us at [email protected] and we’ll keep your resume on file should a relevant opportunity become available. What It’s Like to Work at Asset-Map Our mission is to help Advisors and investors make better financial decisions, and we’re building a team that’s hungry to make a positive impact.Hemingway Wealth Uses Asset-Map alongside eMoney to Compliment One Another in Planning Conversations. When you use Asset-Map and eMoney together, you not only get the best of both platforms, you also improve the other ways you can work with clients. Hear for the full story on Eric is using both in tandem. 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 straight-forward way to quickly address gaps in a financial plan as well as uncover new opportunities to elevate their clients’ condition.Asset-Map Online Store. Show the world your love for Asset-Map with custom branded swag! Shop Now Featured Products. Unisex Sweatshirt (Multiple Colors) $30.00CPA.com and Asset-Map partner to assist tax practitioners and personal financial planners in providing strategic insights to clients. View Partner SEI (NASDAQ:SEIC) remains a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial ...Once the asset map is developed, the project team needs to decide how to use and maintain the resource. The project team should determine which information is appropriate to share with users, taking into consideration critical infrastructure security concerns and proprietary business data. One potential solution isAsset-Map is more than just technology - it is a process. Since its initial development, Asset-Map has been transforming the way financial professionals interact with prospects/clients by allowing them to take a simplified but intelligent approach to providing relevant guidance to their clientele.Magellan Midstream Partners, L.P. Learn More About Our Value Maximizing Combination with ONEOK. MMP. Unit Price delayed 20 minutes. About Us. What We Do. Investors. Careers. Safety & Environment.A container of client information in Asset-Map Platform that houses data on household members and financials. A Household is presented as a list of pages and reports, one of which is the Household's Asset-Map. A Household is assigned (and reassigned) one of the following status types by the Advisor : Client - has business relationship with advisor.Utilizing Your Asset Map The last and perhaps most important step is to ensure the assets you have identified get utilized and leveraged for maximum community benefit. Making assets easily identifiable and accessible is an important function of a community asset map, but it can also provide other important information.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 straight-forward way to quickly address gaps in a financial plan as well as uncover new opportunities to elevate their clients’ condition.Combine your financial expertise with design thinking to display your client's complete financial picture with clarity.The energy infrastructure assets depicted on our interactive map are for general information purposes only. They do not purport to provide exact locations of pipelines or facilities in your area.Asset Mapping Purpose Asset mapping provides information about the strengths and resources of a community and can help uncover solutions.At Asset-Map our tireless focus is on bringing clarity to the complex to make decision-making easier. For the ever-evolving world of advice tech, we developed the Asset-Map Compass - a simpler way to navigate the entire suite of essential financial professional technologies, helping you to better prioritize your needs and understand the breadth ... They say a picture is worth a thousand words. We agree. We start by creating a visual experience that displays your household: who is important to you, what resources will be available - both now and in the future - to use towards your financial goals. The Asset-Map process can help us make more informed decisions about your future.Combine your financial expertise with design thinking to display your client's complete financial picture with clarity.The following is a collection of tools from ABCD faculty members as well as individuals and organizations that embody the principles of ABCD in their work.Asset-Map Boot Camp. Boot Camp is a virtual, in-depth, three day training event focused on the concerns of an individual advisory practice. Focused on ROI. Live event/Networking . Engage with Asset-Map experts including CEO H. Adam Holt. Recording available 30 days post event. Best for: advisors that want a live, focused and deeply immersive ... To help Financial Professionals prioritize where they focus their technology efforts, Asset-Map conducted a survey of hundreds of clients and professionals to identify the vital milestones along the client experience journey from start to finish.Asset-Map Boot Camp. Boot Camp is a virtual, in-depth, three day training event focused on the concerns of an individual advisory practice. Focused on ROI. Live event/Networking . Engage with Asset-Map experts including CEO H. Adam Holt. Recording available 30 days post event. Best for: advisors that want a live, focused and deeply immersive ...Deepen your client relationships with Asset+Map’s powerful suite of tools. Register for your free demo today! See how you could grow your business, empower your clients, and have more productive and impactful meetings about your clients’ financial pictures. Get Started. © Asset-Map.Asset-Map was also the leader in both current and future adoption categories among advisors in the “Mind Mapping” category of our recent 2021 Kitces Research Tech Survey. One of Asset-Map’s most unique features is the way that it provides a summary of a client’s entire financial situation in a one-page mind-map-style report.Online Resources. PowerPoint presentation by S. Rengasamy: Adopting Asset Mapping in an Urban Ward in Madurai City. (Tamil Nadu, India). Assets-Oriented Community Assessment. Deepen your client relationships with Asset+Map’s powerful suite of tools. Register for your free demo today! See how you could grow your business, empower your clients, and have more productive and impactful meetings about your clients’ financial pictures. Get Started. © Asset-Map.Asset-Map is an award-winning financial technology for employee financial wellness. It is a visualization approach for financial advisors to easily interact with clients. The software is used by thousands of professionals globally.An asset map for the advancement project will focus on the progressive public policy changes related to the residents' rights in the community by creating an asset map for advancement projects. You can have a proper tool in making a case for policy change in various communities. See the PDF file > > • CulturagramApr 4, 2023 · Asset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 1.25 million people and $1.5 trillion in financial instruments. To learn more about Asset-Map, visit www.asset-map.com. At Asset-Map our tireless focus is on bringing clarity to the complex to make decision-making easier. For the ever-evolving world of advice tech, we developed the Asset-Map Compass - a simpler way to navigate the entire suite of essential financial professional technologies, helping you to better prioritize your needs and understand the breadth ...Oct 25, 2021 · Asset-Map was also the leader in both current and future adoption categories among advisors in the “Mind Mapping” category of our recent 2021 Kitces Research Tech Survey. One of Asset-Map’s most unique features is the way that it provides a summary of a client’s entire financial situation in a one-page mind-map-style report. Creating an Asset Map with Google Map: A Toolkit for Visualizing the Results of Mapping Community Assets. This toolkit will help you create an interactive map, once you have collected data. To learn more about the entire asset mapping process, please see the asset mapping tools on our . Resources from Our Partners page.Tenable.ot's Asset Inventory & Mapping visualizes ICS network assets, the connections between them, and also provides the detail and state necessary on each and every asset in the OT infrastructure. Read the solution overview to learn how the Asset Inventory helps engineers and security managers glean insight from newly discovered assets ...Platform + Process Certification Courses. Start with mastering the foundations of Asset-Map with our Platform Certification Course, designed to be incredibly in-depth as you learn the technical ins and outs of our award-winning advice engagement platform. Next step is actual implementation, 2 Courses. $399.00.MyAssetMapAsset-Map Boot Camp. Boot Camp is a virtual, in-depth, three day training event focused on the concerns of an individual advisory practice. Focused on ROI. Live event/Networking . Engage with Asset-Map experts including CEO H. Adam Holt. Recording available 30 days post event. Best for: advisors that want a live, focused and deeply immersive ... ArcGIS Web ApplicationBy definition an Asset Map focuses on what regions have rather than than what they need; it is a tool for identifying and visualizing existing strengths in a community . Asset maps can take many forms and cover many topics, but the ultimate goal— underscoring local strengths—remains the same . The final format of each mapTxDOT’s Real Property Asset Map is an online public-facing application populated with geo-referenced features that represent all real property assets comprising the highway right of way and is the replacement for paper right of way maps. The present data available is limited to ongoing priority projects, with the major asset types being:Features Overview. Orion offers dozens of financial planning and advising capabilities. Learn about our Orion integration to analyze custodial investment accounts within the same dashboard as other assets and liabilities tracked inside of Asset-Map’s software. Asset-Map is an award-winning financial technology based used by financial professionals around the world. We live by the idea that a visual approach to household complexity can be a better way ... In this webinar, LiaJean McHenry (Sr. Training Manager) will cover the ins and outs of Asset-Map Stencils. She will go in-depth about how to use Stencils to help fuel ongoing client conversations, fill in gaps, and introduce new topics. Learn how to use Stencils to host collaborative meetings to uncover opportunities with clients. Jul 3, 2023 · CoGC Infrastructure Assets Map. The map shows underground as constructed assets. Web Map by appsupport_goldcoast. Last Modified: July 3, 2023. (0 ratings, 0 comments, 474,868 views) More Details... . Trust Center . Legal . Jan 24, 2023 · Asset-Map is used by thousands of professionals worldwide, having mapped over 1.25 million people and $1.5 trillion in financial instruments. To learn more about Asset-Map, visit www.asset-map.com. About Cetera. Cetera Financial Group (Cetera) is a leading financial advice firm. Platform + Process Certification Courses. Start with mastering the foundations of Asset-Map with our Platform Certification Course, designed to be incredibly in-depth as you learn the technical ins and outs of our award-winning advice engagement platform. Next step is actual implementation, 2 Courses. $399.00.The real property asset map is an online application populated with geo-referenced features that represent all real property assets comprising the highway right of way and is the replacement for paper right-of-way maps. The present data available is limited to ongoing priority projects, with the major asset types being:To help Financial Professionals prioritize where they focus their technology efforts, Asset-Map conducted a survey of hundreds of clients and professionals to identify the vital milestones along the client experience journey from start to finish. This zoomed-out example of an asset map includes screenshots for the same workflow on two different channels. Asset Map vs. Customer-Journey Map. Asset maps and customer-journey maps share commonalities and should be thought of as complimentary UX mapping methods. They’re both chronological representations of the user’s experience with a ...Deepen your client relationships with Asset+Map’s powerful suite of tools. Register for your free demo today! See how you could grow your business, empower your clients, and have more productive and impactful meetings about your clients’ financial pictures. Get Started. © Asset-Map.MyAssetMapThey say a picture is worth a thousand words. We agree. We start by creating a visual experience that displays your household: who is important to you, what resources will be available - both now and in the future - to use towards your financial goals. The Asset-Map process can help us make more informed decisions about your future.Asset-Map Boot Camp. Boot Camp is a virtual, in-depth, three day training event focused on the concerns of an individual advisory practice. Focused on ROI. Live event/Networking . Engage with Asset-Map experts including CEO H. Adam Holt. Recording available 30 days post event. Best for: advisors that want a live, focused and deeply immersive ... TxDOT’s Real Property Asset Map is an online public-facing application populated with geo-referenced features that represent all real property assets comprising the highway right of way and is the replacement for paper right of way maps. The present data available is limited to ongoing priority projects, with the major asset types being: Asset-Map was also the leader in both current and future adoption categories among advisors in the “Mind Mapping” category of our recent 2021 Kitces Research Tech Survey. One of Asset-Map’s most unique features is the way that it provides a summary of a client’s entire financial situation in a one-page mind-map-style report.Refined Products. Liquid Pipeline Tariffs. Pipeline Product Specs. Longhorn Info. Specialty Services. Investors. Analyst Coverage. Cash Distributions & Qualified Notice. Contact Investor Relations.Asset-Map is an award-winning financial technology based used by financial professionals around the world. We live by the idea that a visual approach to household complexity can be a better way ... The following is a collection of tools from ABCD faculty members as well as individuals and organizations that embody the principles of ABCD in their work.Jan 26, 2021 · Ways to implement GIS for asset management. There are three ways you can implement GIS technology for asset tracking: 1. Custom maps. One way to create GIS maps is to use a web mapping solution, such as Google Maps or Apple Maps. In this method, you’ll need to mark the location of assets and routes on a customizable map. We’re a team of strategists, former financial advisors, fintech geeks, and storytellers who ask tough questions to solve complex problems. What do we all have in common? For immediate support inquiries, call (888) 664-8850 or email [email protected] Professional Training Services Learn from our experts in an engaging, hands-on environment with services designed to help you leverage Asset-Map and its features for your unique situation.Over 1 million people are using Asset-Map with their advisors to gain financial clarity. What’s more, we have over $1.4 trillion financial instruments mapped in Asset-Map. Watch the video to see how we can help your clients visualize the possibilities.Community Asset Mapping - Google My Maps. Sign in. Open full screen to view more. This map was created by a user.Asset-Map is a SaaS solution that provides financial advisors with a dynamic and highly effective client engagement process along with tools for client profiling. Created by successful financial professionals, Asset-Map facilitates comprehensive fact-finding to meet ‘Know Your Client’ (KYC) regulatory initiatives and uncover details ... Transportation Asset Management is a strategic approach to managing transportation infrastructure assets. It focuses on the business processes for resource allocation and utilization with the objective of better decision-making that is based upon quality information about assets and well-defined objectives expressed as Levels of Service.Tenable.ot's Asset Inventory & Mapping visualizes ICS network assets, the connections between them, and also provides the detail and state necessary on each and every asset in the OT infrastructure. Read the solution overview to learn how the Asset Inventory helps engineers and security managers glean insight from newly discovered assets ...In this webinar, LiaJean McHenry (Sr. Training Manager) will cover the ins and outs of Asset-Map Stencils. She will go in-depth about how to use Stencils to help fuel ongoing client conversations, fill in gaps, and introduce new topics. Learn how to use Stencils to host collaborative meetings to uncover opportunities with clients. Read MoreIn this webinar, LiaJean McHenry (Sr. Training Manager) will cover the ins and outs of Asset-Map Stencils. She will go in-depth about how to use Stencils to help fuel ongoing client conversations, fill in gaps, and introduce new topics. Learn how to use Stencils to host collaborative meetings to uncover opportunities with clients. Read MoreFor CPAs, tax practitioners, and financial planning professionals seeking to optimize use of technology in providing financial planning services, Asset-Map provides a better way to engage with clients through an interactive visual experience. The cloud-based platform visually organizes an individual or family’s financial assets in a clear ...Welcome to Asset-Map. To login to Asset-Map, you must first log into your Equitable account. For any questions, contact [email protected]. For more information, visit asset-map.com. Asset-Map Login.Mar 9, 2021 · Look at using Asset-Map for business development as a program or campaign, one that takes proper planning and preparation to get the results you are seeking, business growth via new clients and assets. Big opportunities require big efforts. 1. Learn the offering and decide if it will work for you, your team, and your clients. Loading... ... ... Utilizing Your Asset Map The last and perhaps most important step is to ensure the assets you have identified get utilized and leveraged for maximum community benefit. Making assets easily identifiable and accessible is an important function of a community asset map, but it can also provide other important information.Asset-Map was also the leader in both current and future adoption categories among advisors in the “Mind Mapping” category of our recent 2021 Kitces Research Tech Survey. One of Asset-Map’s most unique features is the way that it provides a summary of a client’s entire financial situation in a one-page mind-map-style report.For CPAs, tax practitioners, and financial planning professionals seeking to optimize use of technology in providing financial planning services, Asset-Map provides a better way to engage with clients through an interactive visual experience. The cloud-based platform visually organizes an individual or family’s financial assets in a clear ... Use Asset-Map for all of your financial planning services, including wealth management, retirement planning, and estate planning. Give your clients the multimillionaire client experience across all the stages in your relationship, from introduction to long-term engagement. Schedule a demo
Asset-Map is an award-winning financial technology for employee financial wellness. It is a visualization approach for financial advisors to easily interact with clients. The software is used by thousands of professionals globally. . Eroticsaga
The energy infrastructure assets depicted on our interactive map are for general information purposes only. They do not purport to provide exact locations of pipelines or facilities in your area.At Asset-Map our tireless focus is on bringing clarity to the complex to make decision-making easier. For the ever-evolving world of advice tech, we developed the Asset-Map Compass - a simpler way to navigate the entire suite of essential financial professional technologies, helping you to better prioritize your needs and understand the breadth ...MyAssetMapThe descriptive or status data information for each parcel or tract of land is from the TXDOTCONNECT database. Additions to the geospatial data are made on an ongoing basis. Supported and maintained by the Texas Department of Transportation, Right of Way Division, Land Surveying Section, 6230 E Stassney Ln, Austin, TX 78744.An Asset Map is Done! (Example) • Click the preview button, you will get an asset map (example)! • Click the search icon you find the asset you are looking for (example)! Remember, asset mapping is a process for engaging the community to discover and connect with its own assets. Creating a map is a tool for visualizing and accessing whatCombine your financial expertise with design thinking to display your client's complete financial picture with clarity.Welcome to Asset-Map. To login to Asset-Map, you must first log into your Equitable account. For any questions, contact [email protected]. For more information, visit asset-map.com. Asset-Map Login.Asset-Map Helps Your Clients with Estate Planning. Get a holistic view of your client’s estate. Keep every important document handy during estate planning and easily update your client’s estate with Asset-Map. Use Target-Map when you need to demonstrate the importance of life insurance and simulate different insurance options.Asset-Map® is providing these links to you only as a convenience, and the inclusion of any link does not imply endorsement by Asset-Map ® of the linked products, services or websites. Last modified: January 15, 2021. Reservation of Rights. Asset-Map® reserves any rights not expressly granted herein. Last modified: January 15, 2021. No WarrantyBy definition an Asset Map focuses on what regions have rather than than what they need; it is a tool for identifying and visualizing existing strengths in a community . Asset maps can take many forms and cover many topics, but the ultimate goal— underscoring local strengths—remains the same . The final format of each mapAsset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 1.25 million people and $1.5 trillion in financial instruments. To learn more about Asset-Map, visit www.asset-map.com.Determine a geographic boundary for the map. Decide on the types of assets such as local businesses etc. to include in the map. (See tips below.) Identify the physical assets in the community. These include lands, transportation systems, buildings, etc. Find the economic assets which should include what the citizens in the community produce and ...Jul 20, 2023 · Asset-Map can help you improve your client experience and streamline your processes. See how other financial advisors are using Asset-Map’s features, like Discovery Interview, the Asset-Map Report, Target-Maps, Signals, and Stencils, to improve their client satisfaction. Cultural Asset Mapping Layout. 7. Simple School Asset Mapping Template. 8. Community Development Asset Mapping Template. 9. Church Asset Mapping Example Template. 10. Basic Project Asset Mapping Template. At Asset-Map our tireless focus is on bringing clarity to the complex to make decision-making easier. For the ever-evolving world of advice tech, we developed the Asset-Map Compass - a simpler way to navigate the entire suite of essential financial professional technologies, helping you to better prioritize your needs and understand the breadth ... Asset-Map Helps Your Clients with Estate Planning. Get a holistic view of your client’s estate. Keep every important document handy during estate planning and easily update your client’s estate with Asset-Map. Use Target-Map when you need to demonstrate the importance of life insurance and simulate different insurance options.The real property asset map is an online application populated with geo-referenced features that represent all real property assets comprising the highway right of way and is the replacement for paper right-of-way maps. The present data available is limited to ongoing priority projects, with the major asset types being:Identify Assets/Resources Available. Planning effective health interventions requires mapping community assets. Asset mapping is a systematic process of cataloging key services, benefits, and resources within the community, such as individuals’ skill sets, organizational resources, physical space, institutions, associations, and elements of ...Asset-Map was also the leader in both current and future adoption categories among advisors in the “Mind Mapping” category of our recent 2021 Kitces Research Tech Survey. One of Asset-Map’s most unique features is the way that it provides a summary of a client’s entire financial situation in a one-page mind-map-style report..
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