Asset-Map - Philadelphia, Pennsylvania

Asset-Map - Comprehensive Financial Planning Software

Asset-Map is a leading software company located at 225 Arch St First Floor, Philadelphia, PA 19106, United States. Their primary focus is on providing intuitive and effective financial planning software to clients. The company can be reached via phone at 8886648850 or through their website asset-map.com. Specialties: Software company. Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance. Opinions: This company has 23 reviews on Google My Business. Average opinion: 4.8/5.

Asset-Map's software is known for its concise and intuitive design, making it easy for users to input data and create effective financial plans. The planning capabilities are highly regarded, as they are both sophisticated and easy for clients to understand. One notable feature is the one-page balance sheet and income summary, which is both sophisticated and simple for clients to grasp. This combination of simplicity and complexity makes Asset-Map an excellent choice for financial planning.

👍 Reviews of Asset-Map

Michael G.

5/5

This is the most concise and intuitive financial planning software I’ve used. Inputting data is easy. The planning capabilities are excellent and easy for clients to understand. And the one page balance sheet and income summary are sophisticated yet simple for clients to understand.

Derek N.

5/5

As both a practicing financial advisor/CFP and fintech CEO I am really impressed with the Asset Map solution! Human beings have communicated visually for many thousands of years, Asset Map is helping us simplify and visualize our entire financial life in one place, making it much easier to understand and adjust as needed. I highly recommend this product for consumers and advisors alike!

Kristopher G.

5/5

It's such an integral part of my practice that I could not live without it. Asset-Map has helped me build a world-class, repeatable, interactive process with my clients while allowing me to scale exponentially.

Jeffrey W.

5/5

Changed my financial planning and investment advisory practice! I use AssetMap for 100% of my clients, whether I manage $50,000,000 or $50,000. My clients want to see the AssetMap more than the investment reports. Who would have guessed!

Mark D.

5/5

Asset Map is a true "Game Changer" for financial services representatives and their clients. I have been a user for over 5 years and would never use any other platform.

Jack B.

5/5

finally a simple way to help clients build, retain, and distribute assets vs. getting into the weeds too deep. Love using their technology and getting out of the depths of confusion

Joshua T.

5/5

Had a scheduled meeting that was missed (which I later found out was due to an internet outage), initially gave 2 stars but they contacted me within 24 hours and provided great customer service.

Ryan K.

2/5

Their contract traps you which overshadows the unique program they offer.
Asset Map does some simples things quite well yet most agree that it is far too expensive for the value received.