Case Study: Summit Wealth Group saves 1,800 hours with Asset-Map

How One Advisory Firm Recouped 1,800 Working Hours Using AssetMap

Summit Wealth Group, a financial advisory firm, faced challenges in efficiently gathering client information and managing annual reviews for its 600 households. This process was time-consuming and threatened the firm's growth and quality of service. To work smarter, they implemented the Asset-Map platform to streamline their client engagement process.

By using Asset-Map's Discovery tool for fact-finding and its visual platform for organizing client data, the firm's advisors saved an estimated 1,800 staff hours in annual review preparation. Asset-Map enabled Summit Wealth Group to run more efficient meetings, uncover new investment opportunities, and facilitate easier conversations about insurance gaps, which positively impacted business development.

Summit Wealth Group

Nicholas Rose

Financial Advisor