We went down that route in order to get the best of the meeting information easily imported into Asset-Map. So if you're talking with a client or prospect and you're recording the meeting, you find out about held away investments or something might be an opportunity for the advisor and the client to talk about.
It'll actually pre-build that Asset-Map report for you.
As an industry, we've gone so deep in the ability to plan and to calculate down to the dollar. And clients really just want to know if they're making good decisions and if they're okay. And that's really what we're after is, you know, kind of improving that, you know, uh, information getting out to the client in a more consumable way.
