Asset-Map is used by thousands of financial advisors across multiple currencies and languages to help families focus on what matters, make more engaged and confident decisions, and reach their financial goals.
The greatest value a financial advisor can provide is to help clients identify new opportunities, and then take action to realize their benefits. Asset-Map reports help you understand what's important to your clients so you can prioritize their financial goals and more easily create a plan that gives them confidence.
Enable this skill then say, "Alexa, play the latest update from Asset-Map."
Other things you can ask:
First say, "Alexa, open Asset-Map."
"Tell me about Adam Holt." "Tell me about TJ Hill." "Tell me about what's new at Asset-Map."
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