Asset-Map
Make Better Financial Decisions.
Overview
Asset-Map is a financial technology company that provides a unique visualization tool for financial advisors. It distills a client's complex financial information—including assets, liabilities, insurance, and income—onto a single, easy-to-understand graphical page, the 'Asset-Map'. This helps advisors and clients to quickly identify gaps in their financial plan and make more informed decisions.
✨ Key Features
- Financial Visualization (The Asset-Map)
- Household Data Gathering
- Target Maps for Goal Planning
- Client Discovery Tools
- Stencils for specific financial scenarios
- Reporting
🎯 Key Differentiators
- Unique, highly effective one-page visualization of a client's finances.
- Focus on facilitating high-impact client conversations rather than complex calculations.
- Instrument-agnostic, allowing for the inclusion of all household assets and entities.
- Fast and easy to create, making it efficient for advisors.
Unique Value: Transforms complex financial information into a single, clear visual, enabling financial advisors to have more productive and engaging conversations with their clients.
🎯 Use Cases (4)
✅ Best For
- Used by thousands of financial advisors to improve client communication and engagement.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Institutional portfolio management and trading
- Deep performance attribution and risk analysis
🏆 Alternatives
While traditional financial planning software produces detailed, multi-page reports, Asset-Map's core value is its simplicity and focus on the client conversation. It's not designed to replace planning software, but to enhance the advisor-client interaction that drives decisions.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Enterprise tier)
🔒 Compliance & Security
💰 Pricing
✓ 7-day free trial
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