Asset-Map
Financial Planning
active
Philadelphia, USA
Community Ratings
Active Users
Former Users
Overall Rating
4.2
(2 ratings)Active: 2Former: 0
Features
3.9
(2 ratings)Active: 2Former: 0
Reliability
4.4
(2 ratings)Active: 2Former: 0
Performance
3.9
(2 ratings)Active: 2Former: 0
Security
4.1
(2 ratings)Active: 2Former: 0
Value for Money
4.2
(2 ratings)Active: 2Former: 0
Customer Service
3.9
(2 ratings)Active: 2Former: 0
Ease of Use
3.9
(2 ratings)Active: 2Former: 0
Integrations
4.3
(2 ratings)Active: 2Former: 0
Total Active Reviews: 2Total Former Reviews: 0
About Asset-Map
Asset-Map is a financial planning tool that helps advisors visually organize and display their clients' financial situations.
Pricing
This vendor doesn't list public pricing information.
Contact for PricingCategories
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Industry Focus
Financial Services
Key Features
Visual financial planning
client engagement tools
customizable templates
Pros
Easy to use
visually appealing
enhances client engagement
Cons
Limited integrations
higher cost for small firms