Asset map

Loading... ... ... Asset-Map is a SaaS solution that provides financial advisors with a dynamic and highly effective client engagement process along with tools for client profiling. Created by successful financial professionals, Asset-Map facilitates comprehensive fact-finding to meet ‘Know Your Client’ (KYC) regulatory initiatives and uncover details ...Asset-Map is a SaaS solution that provides financial advisors with a dynamic and highly effective client engagement process along with tools for client profiling. Created by successful financial professionals, Asset-Map facilitates comprehensive fact-finding to meet ‘Know Your Client’ (KYC) regulatory initiatives and uncover details ...iii INTRODUCTION Asset: An item of value owned; a quality, condition, or entity that serves as an advantage, support, resource, or source of strength Mapping: To make a map of; toWe’re a team of strategists, former financial advisors, fintech geeks, and storytellers who ask tough questions to solve complex problems. What do we all have in common?Asset mapping is an approach to planning and community development centered on identifying and building on a community’s existing resources. Deep community engagement is a key part of asset mapping, used to uncover existing strengths, skills, and connections that can be leveraged. As an approach to data collection and documenting the current ... Asset-Map is an award-winning financial technology for employee financial wellness. It is a visualization approach for financial advisors to easily interact with clients. The software is used by thousands of professionals globally. A container of client information in Asset-Map Platform that houses data on household members and financials. A Household is presented as a list of pages and reports, one of which is the Household's Asset-Map. A Household is assigned (and reassigned) one of the following status types by the Advisor : Client - has business relationship with advisor.TxDOT’s Real Property Asset Map is an online public-facing application populated with geo-referenced features that represent all real property assets comprising the highway right of way and is the replacement for paper right of way maps. The present data available is limited to ongoing priority projects, with the major asset types being:Email us at [email protected] and we’ll keep your resume on file should a relevant opportunity become available. What It’s Like to Work at Asset-Map Our mission is to help Advisors and investors make better financial decisions, and we’re building a team that’s hungry to make a positive impact. By definition an Asset Map focuses on what regions have rather than than what they need; it is a tool for identifying and visualizing existing strengths in a community . Asset maps can take many forms and cover many topics, but the ultimate goal— underscoring local strengths—remains the same . The final format of each map An Asset Map is Done! (Example) • Click the preview button, you will get an asset map (example)! • Click the search icon you find the asset you are looking for (example)! Remember, asset mapping is a process for engaging the community to discover and connect with its own assets. Creating a map is a tool for visualizing and accessing whatJan 26, 2021 · Ways to implement GIS for asset management. There are three ways you can implement GIS technology for asset tracking: 1. Custom maps. One way to create GIS maps is to use a web mapping solution, such as Google Maps or Apple Maps. In this method, you’ll need to mark the location of assets and routes on a customizable map. Asset-Map is a platform used by financial professionals and their firms to help visualize their client households' composition and financial decisions. It is used as an engagement experience for delivering financial guidance in conjunction with complementary advisor tools for in-person, digital and remote experiences. In this webinar, LiaJean McHenry (Sr. Training Manager) will cover the ins and outs of Asset-Map Stencils. She will go in-depth about how to use Stencils to help fuel ongoing client conversations, fill in gaps, and introduce new topics. Learn how to use Stencils to host collaborative meetings to uncover opportunities with clients. Read MoreAsset-Map is a SaaS solution that provides financial advisors with a dynamic and highly effective client engagement process along with tools for client profiling. Created by successful financial professionals, Asset-Map facilitates comprehensive fact-finding to meet ‘Know Your Client’ (KYC) regulatory initiatives and uncover details ... An asset map for the advancement project will focus on the progressive public policy changes related to the residents' rights in the community by creating an asset map for advancement projects. You can have a proper tool in making a case for policy change in various communities. See the PDF file > > • CulturagramCPA.com and Asset-Map partner to assist tax practitioners and personal financial planners in providing strategic insights to clients. View Partner SEI (NASDAQ:SEIC) remains a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial ...Refined Products. Liquid Pipeline Tariffs. Pipeline Product Specs. Longhorn Info. Specialty Services. Investors. Analyst Coverage. Cash Distributions & Qualified Notice. Contact Investor Relations.To help Financial Professionals prioritize where they focus their technology efforts, Asset-Map conducted a survey of hundreds of clients and professionals to identify the vital milestones along the client experience journey from start to finish.Jan 24, 2023 · Asset-Map is used by thousands of professionals worldwide, having mapped over 1.25 million people and $1.5 trillion in financial instruments. To learn more about Asset-Map, visit www.asset-map.com. About Cetera. Cetera Financial Group (Cetera) is a leading financial advice firm. Asset-Map is an award-winning financial technology for employee financial wellness. It is a visualization approach for financial advisors to easily interact with clients. The software is used by thousands of professionals globally.Our Office. 225 Arch Street First Floor Philadelphia, PA 19106 . © Asset-Map. 225 Arch Street First Floor Philadelphia, PA 19106. 888-664-8850 [email protected] Asset Mapping - Google My Maps. Sign in. Open full screen to view more. This map was created by a user. Transportation Asset Management is a strategic approach to managing transportation infrastructure assets. It focuses on the business processes for resource allocation and utilization with the objective of better decision-making that is based upon quality information about assets and well-defined objectives expressed as Levels of Service. Community Asset Mapping - Google My Maps. Sign in. Open full screen to view more. This map was created by a user. Asset-Map is a SaaS solution that provides financial advisors with a dynamic and highly effective client engagement process along with tools for client profiling. Created by successful financial professionals, Asset-Map facilitates comprehensive fact-finding to meet ‘Know Your Client’ (KYC) regulatory initiatives and uncover details ... Email us at [email protected] and we’ll keep your resume on file should a relevant opportunity become available. What It’s Like to Work at Asset-Map Our mission is to help Advisors and investors make better financial decisions, and we’re building a team that’s hungry to make a positive impact. Identify Assets/Resources Available. Planning effective health interventions requires mapping community assets. Asset mapping is a systematic process of cataloging key services, benefits, and resources within the community, such as individuals’ skill sets, organizational resources, physical space, institutions, associations, and elements of ...The descriptive or status data information for each parcel or tract of land is from the TXDOTCONNECT database. Additions to the geospatial data are made on an ongoing basis. Supported and maintained by the Texas Department of Transportation, Right of Way Division, Land Surveying Section, 6230 E Stassney Ln, Austin, TX 78744.Tenable.ot's Asset Inventory & Mapping visualizes ICS network assets, the connections between them, and also provides the detail and state necessary on each and every asset in the OT infrastructure. Read the solution overview to learn how the Asset Inventory helps engineers and security managers glean insight from newly discovered assets ...Apr 4, 2023 · Asset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 1.25 million people and $1.5 trillion in financial instruments. To learn more about Asset-Map, visit www.asset-map.com. Mar 14, 2021 · This zoomed-out example of an asset map includes screenshots for the same workflow on two different channels. Asset Map vs. Customer-Journey Map. Asset maps and customer-journey maps share commonalities and should be thought of as complimentary UX mapping methods. They’re both chronological representations of the user’s experience with a ... Asset Mapping Purpose Asset mapping provides information about the strengths and resources of a community and can help uncover solutions. ArcGIS Web Application Asset-Map is used by thousands of professionals worldwide, having mapped over 1.25 million people and $1.5 trillion in financial instruments. To learn more about Asset-Map, visit www.asset-map.com. About Cetera. Cetera Financial Group (Cetera) is a leading financial advice firm.Tenable.ot's Asset Inventory & Mapping visualizes ICS network assets, the connections between them, and also provides the detail and state necessary on each and every asset in the OT infrastructure. Read the solution overview to learn how the Asset Inventory helps engineers and security managers glean insight from newly discovered assets ...ArcGIS Web ApplicationJul 3, 2023 · CoGC Infrastructure Assets Map. The map shows underground as constructed assets. Web Map by appsupport_goldcoast. Last Modified: July 3, 2023. (0 ratings, 0 comments, 474,868 views) More Details... . Trust Center . Legal . The Asset Map is a working document and this tool will be reviewed and updated as each division participates in the initial self-assessment process and during the ongoing re-evaluation. To this end, during NCAPPS TA, the Project Manager will maintain the document. Scope of the North Dakota Asset Map The People We Are Aiming to ServeAsset mapping is a capacity-focused way of reimaging the placemaking practice around the strengths and gifts that already exist in our communities. By fixating on a community’s problems, the solutions proposed by a traditional deficit approach rely on outside resources and experts rather than the deep knowledge and expertise of community ...Refined Products. Liquid Pipeline Tariffs. Pipeline Product Specs. Longhorn Info. Specialty Services. Investors. Analyst Coverage. Cash Distributions & Qualified Notice. Contact Investor Relations.Asset-Map works with both independent practitioners and large global financial services firms and their advisors. How is Asset-Map™ priced? Asset-Map offers three SaaS-based solutions: Asset-Map Essentials, Asset-Map Pro, and Asset-Map Elite.For immediate support inquiries, call (888) 664-8850 or email [email protected] Professional Training Services Learn from our experts in an engaging, hands-on environment with services designed to help you leverage Asset-Map and its features for your unique situation. Jan 24, 2023 · Asset-Map is used by thousands of professionals worldwide, having mapped over 1.25 million people and $1.5 trillion in financial instruments. To learn more about Asset-Map, visit www.asset-map.com. About Cetera. Cetera Financial Group (Cetera) is a leading financial advice firm. At Asset-Map our tireless focus is on bringing clarity to the complex to make decision-making easier. For the ever-evolving world of advice tech, we developed the Asset-Map Compass - a simpler way to navigate the entire suite of essential financial professional technologies, helping you to better prioritize your needs and understand the breadth ...If you are unable to remember your username or password, or if you no longer have access to the email address associated with the account, please email us ([email protected]) and we'll be happy to assist you. If you do not have an account with Asset-Map ®, schedule a demo today. Return to Login.Combine your financial expertise with design thinking to display your client's complete financial picture with clarity.By definition an Asset Map focuses on what regions have rather than than what they need; it is a tool for identifying and visualizing existing strengths in a community . Asset maps can take many forms and cover many topics, but the ultimate goal— underscoring local strengths—remains the same . The final format of each mapBy definition an Asset Map focuses on what regions have rather than than what they need; it is a tool for identifying and visualizing existing strengths in a community . Asset maps can take many forms and cover many topics, but the ultimate goal— underscoring local strengths—remains the same . The final format of each map Ways to implement GIS for asset management. There are three ways you can implement GIS technology for asset tracking: 1. Custom maps. One way to create GIS maps is to use a web mapping solution, such as Google Maps or Apple Maps. In this method, you’ll need to mark the location of assets and routes on a customizable map.TxDOT’s Real Property Asset Map is an online public-facing application populated with geo-referenced features that represent all real property assets comprising the highway right of way and is the replacement for paper right of way maps. The present data available is limited to ongoing priority projects, with the major asset types being:They say a picture is worth a thousand words. We agree. We start by creating a visual experience that displays your household: who is important to you, what resources will be available - both now and in the future - to use towards your financial goals. The Asset-Map process can help us make more informed decisions about your future.Asset-Map is a SaaS solution that provides financial advisors with a dynamic and highly effective client engagement process along with tools for client profiling. Created by successful financial professionals, Asset-Map facilitates comprehensive fact-finding to meet ‘Know Your Client’ (KYC) regulatory initiatives and uncover details ...Jun 16, 2022 · Identify Assets/Resources Available. Planning effective health interventions requires mapping community assets. Asset mapping is a systematic process of cataloging key services, benefits, and resources within the community, such as individuals’ skill sets, organizational resources, physical space, institutions, associations, and elements of ... Transportation Asset Management is a strategic approach to managing transportation infrastructure assets. It focuses on the business processes for resource allocation and utilization with the objective of better decision-making that is based upon quality information about assets and well-defined objectives expressed as Levels of Service.The Episcopal Asset Map offers a window into our denomination and an opportunity to share God’s love, connect across differences, offer support, and help people find a safe space to connect with the divine. The beauty of the Asset Map is that anyone can add and update information; it is our collective responsibility to spread the word about ... Our Office. 225 Arch Street First Floor Philadelphia, PA 19106 . © Asset-Map. 225 Arch Street First Floor Philadelphia, PA 19106. 888-664-8850 [email protected] Online Resources. PowerPoint presentation by S. Rengasamy: Adopting Asset Mapping in an Urban Ward in Madurai City. (Tamil Nadu, India). Assets-Oriented Community Assessment.Import images, vectors, and more on to the canvas to create more informative and visually attractive community asset mapping diagrams. 10,000+ professional shape library and customizable color palettes to organize data for better comprehension. Built-in presentation tools to organize your information and share and present them instantly to others.The Episcopal Asset Map offers a window into our denomination and an opportunity to share God’s love, connect across differences, offer support, and help people find a safe space to connect with the divine. The beauty of the Asset Map is that anyone can add and update information; it is our collective responsibility to spread the word about ...Combine your financial expertise with design thinking to display your client's complete financial picture with clarity.Combine your financial expertise with design thinking to display your client's complete financial picture with clarity. By definition an Asset Map focuses on what regions have rather than than what they need; it is a tool for identifying and visualizing existing strengths in a community . Asset maps can take many forms and cover many topics, but the ultimate goal— underscoring local strengths—remains the same . The final format of each mapCultural Asset Mapping Layout. 7. Simple School Asset Mapping Template. 8. Community Development Asset Mapping Template. 9. Church Asset Mapping Example Template. 10. Basic Project Asset Mapping Template. The Community Mapping Toolkit Asset Based Community Development 5 Asset Based Community Development Whether or not you are familiar with asset based community development, it is an easy concept to understand. Activity: Planning an Asset Map Consider the challenge of finding jobs for young people in the community where you work. Individual mapping: Identify the qualities and connections of individuals that you might want to connect with in order to help young people find a job. Citizen Association mapping: Consider organizations you couldCultural Asset Mapping Layout. 7. Simple School Asset Mapping Template. 8. Community Development Asset Mapping Template. 9. Church Asset Mapping Example Template. 10. Basic Project Asset Mapping Template. Asset-Map can help you improve your client experience and streamline your processes. See how other financial advisors are using Asset-Map’s features, like Discovery Interview, the Asset-Map Report, Target-Maps, Signals, and Stencils, to improve their client satisfaction.For immediate support inquiries, call (888) 664-8850 or email [email protected] Professional Training Services Learn from our experts in an engaging, hands-on environment with services designed to help you leverage Asset-Map and its features for your unique situation. The real property asset map is an online application populated with geo-referenced features that represent all real property assets comprising the highway right of way and is the replacement for paper right-of-way maps. The present data available is limited to ongoing priority projects, with the major asset types being:Deepen your client relationships with Asset+Map’s powerful suite of tools. Register for your free demo today! See how you could grow your business, empower your clients, and have more productive and impactful meetings about your clients’ financial pictures. Get Started. © Asset-Map. By definition an Asset Map focuses on what regions have rather than than what they need; it is a tool for identifying and visualizing existing strengths in a community . Asset maps can take many forms and cover many topics, but the ultimate goal— underscoring local strengths—remains the same . The final format of each map Welcome to Asset-Map. To login to Asset-Map, you must first log into your Equitable account. For any questions, contact [email protected]. For more information, visit asset-map.com. Asset-Map Login.For CPAs, tax practitioners, and financial planning professionals seeking to optimize use of technology in providing financial planning services, Asset-Map provides a better way to engage with clients through an interactive visual experience. The cloud-based platform visually organizes an individual or family’s financial assets in a clear ... Features Overview. Orion offers dozens of financial planning and advising capabilities. Learn about our Orion integration to analyze custodial investment accounts within the same dashboard as other assets and liabilities tracked inside of Asset-Map’s software. To help Financial Professionals prioritize where they focus their technology efforts, Asset-Map conducted a survey of hundreds of clients and professionals to identify the vital milestones along the client experience journey from start to finish. Asset-Map is an award-winning financial technology based used by financial professionals around the world. We live by the idea that a visual approach to household complexity can be a better way ... Cultural Asset Mapping Layout. 7. Simple School Asset Mapping Template. 8. Community Development Asset Mapping Template. 9. Church Asset Mapping Example Template. 10. Basic Project Asset Mapping Template. Determine a geographic boundary for the map. Decide on the types of assets such as local businesses etc. to include in the map. (See tips below.) Identify the physical assets in the community. These include lands, transportation systems, buildings, etc. Find the economic assets which should include what the citizens in the community produce and ...Asset-Map was also the leader in both current and future adoption categories among advisors in the “Mind Mapping” category of our recent 2021 Kitces Research Tech Survey. One of Asset-Map’s most unique features is the way that it provides a summary of a client’s entire financial situation in a one-page mind-map-style report.to serving youth with mental health needs. The asset map template on page 76 provides a model for collecting this information. Asset mapping will help you create a number of valuable documents for CIT for Youth, including: • a rough map of youth and family services in your community, including intersections with the juvenile justice system;Welcome to Asset-Map. To login to Asset-Map, you must first log into your Equitable account. For any questions, contact [email protected]. For more information, visit asset-map.com. Asset-Map Login. TxDOT’s Real Property Asset Map is an online public-facing application populated with geo-referenced features that represent all real property assets comprising the highway right of way and is the replacement for paper right of way maps. The present data available is limited to ongoing priority projects, with the major asset types being:Find the Financial Fire Drills on every Household's Reports center page. The Financial Drills summarize the events that commonly change the course of financial well-being. This process enables the advisor to reveal household plans and approaches to dealing with significant financial eventualities that are tied to their financial fitness.Asset-Map is an award-winning financial technology based used by financial professionals around the world. We live by the idea that a visual approach to household complexity can be a better way ... Asset-Map is a SaaS solution that provides financial advisors with a dynamic and highly effective client engagement process along with tools for client profiling. Created by successful financial professionals, Asset-Map facilitates comprehensive fact-finding to meet ‘Know Your Client’ (KYC) regulatory initiatives and uncover details ... Activity: Planning an Asset Map Consider the challenge of finding jobs for young people in the community where you work. Individual mapping: Identify the qualities and connections of individuals that you might want to connect with in order to help young people find a job. Citizen Association mapping: Consider organizations you could Asset-Map Online Store. Show the world your love for Asset-Map with custom branded swag! Shop Now Featured Products. Unisex Sweatshirt (Multiple Colors) $30.00An asset map is an inventory of the strengths and gifts of the people who make up a community. Asset mapping reveals the assets of the entire community and highlights the interconnections among them, which in turn reveals how to access those assets. The workbook’s engaging, lively style invites active participation on practically every page.CoGC Infrastructure Assets Map. The map shows underground as constructed assets. Web Map by appsupport_goldcoast. Last Modified: July 3, 2023. (0 ratings, 0 comments, 474,868 views) More Details... . Trust Center . Legal .For CPAs, tax practitioners, and financial planning professionals seeking to optimize use of technology in providing financial planning services, Asset-Map provides a better way to engage with clients through an interactive visual experience. The cloud-based platform visually organizes an individual or family’s financial assets in a clear ... Asset-Map was also the leader in both current and future adoption categories among advisors in the “Mind Mapping” category of our recent 2021 Kitces Research Tech Survey. One of Asset-Map’s most unique features is the way that it provides a summary of a client’s entire financial situation in a one-page mind-map-style report.Asset-Map has raised a total of $7.6M in funding over 2 rounds. Their latest funding was raised on Feb 7, 2023 from a Series B round. Asset-Map is funded by SixThirty.PARTICIPATORY ASSET MAPPING 6 Imagine moving into a new neighborhood.As a new resident of this neighborhood, you may want to know the location of the closest major grocery store or the largest Determine a geographic boundary for the map. Decide on the types of assets such as local businesses etc. to include in the map. (See tips below.) Identify the physical assets in the community. These include lands, transportation systems, buildings, etc. Find the economic assets which should include what the citizens in the community produce and ...Asset-Map is a platform used by financial professionals and their firms to help visualize their client households' composition and financial decisions. It is used as an engagement experience for delivering financial guidance in conjunction with complementary advisor tools for in-person, digital and remote experiences. ArcGIS Web ApplicationPARTICIPATORY ASSET MAPPING 6 Imagine moving into a new neighborhood.As a new resident of this neighborhood, you may want to know the location of the closest major grocery store or the largestAn Asset-Map Report is a visual experience that displays all of a household’s members, entities, financial assets, liabilities, cash-flows, and insurance policies. This provides an advisor with a straight-forward way to quickly address gaps in a financial plan as well as uncover new opportunities to elevate their clients’ condition. The following is a collection of tools from ABCD faculty members as well as individuals and organizations that embody the principles of ABCD in their work. Cultural Asset Mapping Layout. 7. Simple School Asset Mapping Template. 8. Community Development Asset Mapping Template. 9. Church Asset Mapping Example Template. 10. Basic Project Asset Mapping Template. Asset-Map platform has an expansive feature set. By Michael 1 author 15 articles. Integrations. Do more with Asset-Map by connecting with partners like Riskalyze ...Welcome to Asset-Map. To login to Asset-Map, you must first log into your Equitable account. For any questions, contact [email protected]. For more information, visit asset-map.com. Asset-Map Login. Once the asset map is developed, the project team needs to decide how to use and maintain the resource. The project team should determine which information is appropriate to share with users, taking into consideration critical infrastructure security concerns and proprietary business data. One potential solution isJul 3, 2023 · CoGC Infrastructure Assets Map. The map shows underground as constructed assets. Web Map by appsupport_goldcoast. Last Modified: July 3, 2023. (0 ratings, 0 comments, 474,868 views) More Details... . Trust Center . Legal . Jan 26, 2021 · Ways to implement GIS for asset management. There are three ways you can implement GIS technology for asset tracking: 1. Custom maps. One way to create GIS maps is to use a web mapping solution, such as Google Maps or Apple Maps. In this method, you’ll need to mark the location of assets and routes on a customizable map. ArcGIS Web ApplicationDeepen your client relationships with Asset+Map’s powerful suite of tools. Register for your free demo today! See how you could grow your business, empower your clients, and have more productive and impactful meetings about your clients’ financial pictures. Get Started. © Asset-Map. | Cdwwwsmkvkrwi (article) | Mllpbp.