What it is: Asset-Map offers a visually intuitive, easy-to-understand financial mapping tool that consolidates an individual's financial picture in one clear, customizable snapshot.
Why we love it:
- Quick and simple discovery feature: no SSN or account number needed
- Easy-to-understand financial visualization map
- Aims to simplify complex concepts and identify gaps and opportunities
- Interactive mock planning scenarios
- Real-time updates
What it is: Carefull is a refreshing spin on the traditional methods of data protection through secure monitoring, alerts, and personal data to safeguard against potential risks.
Why we love it:
- Simple interface, 'only what you need to know, when and where you need it'2
- Home, Auto, and Umbrella insurance coverage analysis
- Home title monitoring
- Encrypted storage vault for personal account details and documents
- Auto-pay and subscription monitoring
What it is: eMoney offers comprehensive planning tools, real-time tracking of investments, and customizable reports that empower users to make informed financial decisions.
Why we love it:
- User-friendly registration and ongoing access
- Investment, bank, and credit card balances
- Unlimited documents storage
- Budgeting and goal tracking tools
- On-demand, detailed reports
What it is: Holistiplan focuses on detailed insights into tax strategies and seeks to help investors identify potential opportunities to minimize tax liabilities.
Why we love it:
- Scans large tax documents in seconds
- Scenario analysis
- AI-driven tax analysis with investor-friendly reports
- Integrates tax planning data with other areas of financial planning
- Helps to assess tax implications of different retirement plans1
What it is: Nitrogen (formerly known as Riskalyze) is a technology platform that quantifies your acceptable levels of risk and reward.
Why we love it:
- Intuitive questionnaire
- Easily-understood assignment of Risk Number® between 1-99
- Uses historic U.S. financial events as a benchmark
Digital Estate Planning
We use third-party estate planning and financial technology platforms to support collaboration and help keep your plan current.
