“We are excited to start this endeavor with Cetera and support their deep commitment to their members’ advice delivery experience”
This partnership will deliver to Cetera’s independent financial advisors, tax professionals, banks, and credit unions full access to the specialized planning tools that Asset-Map offers to thousands of financial professionals across the globe. In addition to Asset-Map Reports helping elevate the firm’s client meeting experience by visualizing an entire household’s financial holdings in a singular, interactive view, financial professionals will have access to Discovery™ Interview for direct-to-member prospecting and fact-finding, Signals™ event risk indicators, and Target-Maps™ to assist with goals-based financial conversations.
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“We are excited to start this endeavor with Cetera and support their deep commitment to their members’ advice delivery experience,” shares H. Adam Holt, CEO of Asset-Map. “Delivering financial guidance for households today requires both technology facilitation and human intelligence. The combination of Cetera’s experienced financial professionals with the Asset-Map Platform sets up an unparalleled opportunity to support their clients’ financial journey.”
Since its inception, Cetera has evolved to help financial professionals succeed so their clients can pursue more at every stage of life, and recent trends toward preferencing an Advice-Centric Experience® led the organization to select Asset-Map as a preferred advice engagement solution. Each financial professional now has the option to add Asset-Map to their practice and offer more personalized and specialized service and support.
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“Asset-Map helps our firm identify and uncover assets held elsewhere in the clearest and most approachable way I’ve ever used,” says Mark Lyons, Financial Advisor at Millennium Financial Group, a Cetera-affiliated firm. “The Stencils feature provides our team with a simple and quick way to ask about different types of our client’s accounts.”
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