Asset-Map is a financial technology platform designed to transform client engagement and planning conversations. Its mission is to simplify complex financial data and make planning more collaborative and transparent. Traditional advice processes often rely on lengthy reports and technical jargon, which can overwhelm clients and reduce engagement. Asset-Map addresses this by presenting a client’s entire financial life on a single, intuitive visual map.

This approach enables advisers to move beyond transactional advice and create a more interactive experience. By combining visualisation with integrated cash flow modelling, Asset-Map bridges the gap between technical analysis and client understanding, helping advisers deliver advice that resonates with clients’ goals and priorities.