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Asset-Map for advice engagement — Discount for AICPA members

Feb 08, 2023 · 1 min read

AICPA MEMBER

ACCESS

Asset-Map is a tool for CPA financial planners to visually map and capture their client’s financial picture. With better insights into a client’s financial inventory, advisers can help clients identify areas of opportunity and track progress to their financial goals.

Some key features of the Asset-Map platform include:

  • Quick client data collection

  • Visualization of household finances

  • Financial Fire Drill Alerts

  • Connection to firm data sources

AICPA members get a 10% discount for the Asset-Map tool. Schedule a demo or sign

Reserved for AICPA® & CIMA® Members

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