AmeriCU Investments Introduces AssetMap Financial Planning Tool
AmeriCU Investments has introduced AssetMap, a secure digital tool designed to help members see their financial lives more clearly by bringing accounts, assets, liabilities and other financial information together in one visual snapshot.
For individuals managing retirement plans, investments, loans, savings accounts and other financial obligations across multiple institutions, getting a complete picture can be challenging. AssetMap allows users to organize and securely share that information with an AmeriCU Financial Advisor before an appointment, helping both the member and advisor spend less time gathering information and more time discussing goals and planning.
The process begins with a series of questions members can complete at their own pace. AssetMap then organizes the information into an easy-to-understand visual overview. An advisor can review the completed AssetMap ahead of the meeting and use it to identify potential gaps or opportunities and better tailor the conversation to the member’s needs.
“Many people have pieces of their financial life spread across multiple institutions without ever seeing how everything fits together,” said Joseph Alnutt, Associate Financial Advisor with AmeriCU Investments. “AssetMap helps simplify that picture, allowing members to better understand where they stand today and make more informed decisions about their future.”
AssetMap can include information such as bank and investment accounts, retirement plans, real estate, loans and debts, insurance coverage and other important financial relationships. Users control what information they choose to share.
Learn more about AssetMap and AmeriCU Investments
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