Audience

Businesses that require a financial planning solution to to gain financial clarity and optimize their operations

About Asset-Map

We combine design thinking and personal finance to display a client’s complete financial picture with clarity. Asset-Map is an award-winning financial tech start-up based in Philadelphia, PA. Over 1 million people are using Asset-Map with their advisors to gain financial clarity. What’s more, we have over $1.4 trillion financial instruments mapped in Asset-Map. An Asset-Map report visually organizes all of a household’s finances in a clear graphical layout, allowing Advisors to apply their professional insight in real-time. Define a household’s most important financial priorities and track their progress with interactive Target-Maps. Intuitively search and filter an entire advisory practice by staying on top of households that need attention unlike ever before. Schedule a demo today and join the thousands of financial advisors helping their clients see the full financial picture to make better decisions.

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Pricing

Starting Price:
$94 per month

Integrations

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Ratings/Reviews

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features 0.0 / 5
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Company Information

Asset-Map
Founded: 2008
United States
www.asset-map.com

Videos and Screen Captures

Play Video Asset-Map Screenshot 1 Asset-Map Screenshot 2 Asset-Map Screenshot 3 Asset-Map Screenshot 4
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
24/7 Live Support
Online

Asset-Map Frequently Asked Questions

Q: What kinds of users and organization types does Asset-Map work with?
Q: What languages does Asset-Map support in their product?
Q: What kind of support options does Asset-Map offer?
Q: What other applications or services does Asset-Map integrate with?
Q: What type of training does Asset-Map provide?
Q: How much does Asset-Map cost?

Asset-Map Product Features

Investment Management

Payroll & Commissions
Performance Metrics
Portfolio Management
Client Management
Commodities
Risk Management
Benchmarking
Fund Management
Accounting Management
Data Import / Export
Bonds / Stocks
Modeling & Simulation
For Investment Advisors
For Investors & Traders
Compliance Reporting

Asset-Map Additional Categories