The 2021 T3 Survey Results are In—and Asset-Map Comes Out on Top

By T.J. Hill, Director of Marketing

One of the deepest and most widely-read wealth management software research reports has released its 2021 edition, and we’re loving the results.

Click here to download the 2021 T3 and Inside Information survey results to read the report for yourself.

In this blog, we’ll draw your attention to Asset-Map’s placement in the Financial Planning software category. 

We come to work every day with one mission in mind, and that’s to make it easier for financial professionals to communicate with their clients and visualize the possibilities of what their money can do for them.

The T3/Inside Information survey results are just another confirmation that the team continues to make the decisions necessary to empower the Asset-Map community and put them in the best possible position to provide the right financial advice to their clients.

This year, Asset-Map’s market share increased 326% over the 2020 report’s numbers, and we claimed the top user rating of any planning software in the top ten.

And we were even quoted in the T3/Inside Information survey assessment:

“Asset-Map--whether in a complementary role or as a planning engine on its own--achieved the highest rating in the category.”

But we’re not just going to use this blog to talk up how we placed in a survey, though. The enhancements to the Asset-Map platform over the last year, and the advisors who push us to keep innovating, are the reasons why we’re so excited about these results.

In case you haven’t kept up, here are the major enhancements we’ve made recently and how they benefit your firm.

Asset-Map Platform Enhancements

• Cash Flow Details
  An interactive view of future values for planned spending alongside the funding sources available to meet those needs and the long-term impact on invested capital 

• Marker Shortcuts

  Marker enhances your client meetings, either in the office or remotely. With keyboard shortcuts, you can quickly mark up your Asset-Map Reports and keep the conversation flowing. 

• Beneficiary Report
  The Beneficiary Report enhances estate planning conversations when you need to illustrate potential funding gaps. It can answer the question of "Where is the money going?" should something unforeseen happen to the household. 

• Property & Casualty Insurance Tile
  Engage clients in important insurance-related conversations while building an Asset-Map report and get details to better assess a client’s overall financial fitness beyond investments and income.

• Data Loader
  Grab a CSV file, load in the information you want to update, and get it done fast. The Data Loader makes it easy to keep your database clean.

• Milestones
  Track key household advice delivery interactions to support your ability to track and measure client reviews, which is an important metric under the SEC Best Interest Regulations.

• Riskalyze Integration Update
  Our updated integration allows you to automatically create an Asset-Map Household by importing a Riskalyze client record and easily add a new, linked Asset-Map Member to an existing Household.

• Black Diamond integration
  We added an integration with the popular portfolio management platform Black Diamond so you can share data with its Relationship Timeline feed.  

What’s Coming in 2021

• Integrations with Google, Dropbox, and Box
  Share reports more easily with your client’s favorite digital storage provider.

• Health Indicators
  Identify and show advisors potential action items before they become a problem, such as liquidity concerns or lack of sufficient insurance coverage.

• Multi-Factor Authentication (MFA)
  Secure your accounts by requiring users to log in with multiple forms of identity—like an email and password, plus a code sent to their mobile phone.

• In-App Report Archive (search & print)
  Find what you need more easily—whether you need to search through old reports or print them for physical archiving.

• Client Access to Asset-Map Reports
  You’ve wanted it, and you’re getting it. Give clients access to their Asset-Map reports without your direct involvement so they can take proactive steps to keep you updated on changes.

• Reporting improvements
  You’ll get in-app access to report history, custom ordering, and saved layouts.

• Advisor Analytics
  Who’s using what, and who needs a subtle nudge? Soon, you’ll be able to tell.

It’s amazing to look back at the enhancements we added in 2020 and look ahead to even bigger and better features coming in 2021. No matter where we rank in any survey, the common denominator is that we’ll always keep pushing our software to the limits to benefit the advisors we serve. 

Want to see why advisors love Asset-Map? Click here to get a demo for yourself.