Our Technology | Equitable Advisors

Technology tools to help me better serve my clients

I provide a full suite of integrated business tools and technology to support you and improve your financial experience.

Asset-Map

Asset-Map provides a comprehensive financial overview that helps empower you to make better decisions by getting on the same page - literally.

Visualize all the financial elements of a household on a single page/browser.
Receive simple, powerful needs-based analysis within minutes, so you can see whether you are on-track to funding your most important goals: Loss of life, disability, long-term care, education, and retirement.
Get an understanding of your bottom line and what you need to do next, facilitated by a financial professional who knows what's important to you.

Microsoft Teams

My virtual meeting platform provides a first-class client experience from anywhere, at anytime. Whether it’s from your office, the comfort of your own home, or while you’re traveling, I give you the power and flexibility of having a full meeting experience on your computer, phone or tablet.

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