Asset-Map Holdings Inc. (“Asset-Map”), a leading provider of modern financial planning tools for professionals, has announced a strategic partnership with LPL Financial, the largest independent broker-dealer in the U.S.* This collaboration will grant LPL Financial advisors discounted access to Asset-Map’s cutting-edge planning tools, designed to enhance their ability to provide holistic, advice-led financial services.
Tools available to LPL Financial advisors include:
- Asset-Map Reports™: Offers a clear, easy-to-understand overview of a household’s entire financial situation.
- Stencils™: Allows advisors to compare peer data within a client’s Asset-Map Report, helping guide them toward similar retirement goals.
- Signals™: Identifies a household’s resilience against six common financial disruptions, highlighting potential vulnerabilities.
- Target-Maps™: Facilitates goals-based financial conversations by establishing clear targets and tracking progress toward them.
“Since our inception, our goal has been to equip advisors with tools for deeper, more authentic financial conversations. We are excited that LPL Financial shares this vision,” said H. Adam Holt, CEO of Asset-Map. “We believe this partnership will further empower LPL Financial advisors to offer an unmatched advice experience to their clients.”
LPL Financial, which supports a network of financial advisors, RIA firms, and institutions, provides tailored investment solutions and resources to suit individual business models. Through this partnership, LPL Financial advisors will gain access to customizable Asset-Map tools, improving the efficiency and impact of client meetings while enhancing holistic financial planning experiences.
“LPL Financial is committed to empowering advisors by offering innovative planning tools alongside our expert-assisted services for those seeking additional capacity or expertise,” said Kraleigh Woodford, Senior Vice President of Planning and Advice Services at LPL Financial.
This strategic partnership was unveiled at LPL Financial’s flagship event, Focus 2024, one of the largest in-person gatherings of financial advisors and industry leaders.
About Asset-Map
Founded in 2013 by Certified Financial Planning Practitioner H. Adam Holt, Asset-Map aims to improve the financial health of millions. Its interactive, visual approach to financial planning enables clients to better understand their financial situation and make informed decisions. With over 1.8 million people mapped and $1.5 trillion in financial instruments represented, Asset-Map is a trusted tool for financial professionals worldwide. Learn more at www.asset-map.com.
