ROME, NY – AUGUST 31, 2026: Managing personal finances has become increasingly complex as many individuals balance multiple accounts, retirement plans, loans, and investments. To help simplify the process, AmeriCU Investments has introduced AssetMap, a secure tool that gives individuals a comprehensive view of their financial life in one place.

AssetMap allows individuals to securely organize and share an overview of their accounts, assets, and liabilities before meeting with a financial advisor. By bringing this information together, in a single visual snapshot, individuals can better understand their overall financial picture and have more productive conversations about their financial goals.

Getting started with AssetMap is simple:

• Fill out the AssetMap form: Answer simple questions about your finances at your own pace.
• See your financial picture come together: Your information is visually organized into a clear, easy‑to‑understand snapshot.
• Meet with your advisor: Your advisor reviews your AssetMap in advance, allowing more time for meaningful conversation and planning.

“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 from AmeriCU Investments. “AssetMap helps simplify that picture, allowing members to better understand where they stand today and make more informed decisions about their future.”

To learn more about AssetMap or schedule an appointment with an AmeriCU Financial Advisor, visit www.AmeriCU.org/assetmap.

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