Top Rated Asset-Map Alternatives
I love the visual impact that it can provide and the ease of being able to communicate where all the cleints' assets are but also they too can visually see everything on one page. I love that its easy to use and that you can create a very simple plan as well as leverage a plan for a more sophisticated client situation. I love the flow of information between each feature and ease of implementing. The rollout of Relationship Maps is such a powerful resoure and the rollout of Sidebar is such a game changer! Review collected by and hosted on G2.com.
It would be nice to see the notes flow through to my CRM system as well as reports as they're generated or any pdf that is generated in Asset-Map that they can flow through to Wealthbox.
I think it'd make it easy if there was a built-in roth conversion calculations but it's still is able to illustrate roth conversion if you know the numbers so for now it's all gravy. Review collected by and hosted on G2.com.
114 out of 115 Total Reviews for Asset-Map
Overall Review Sentiment for Asset-Map
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It provided a lot of detail on how to use the platform with specific strategies and tips. There were so many features in the platform that I did not realize could be used in certain ways until I attended. Review collected by and hosted on G2.com.
There isn't anything I dislike about the platform. Review collected by and hosted on G2.com.
Asset Map has great customer support. Sean, LiaJean, and Michael have all been great during our start with Asset Map. They are all very knowledgeable. We are excited to continue to partner with them and watch our business flourish. Review collected by and hosted on G2.com.
There is not anything negative I can say about Asset map. We have had a great experience. Review collected by and hosted on G2.com.
AssetMap has become the core of our entire practice. The software is amazing and makes financial planning so much more clear for our clients. Being able to show them their entire financial inventory and goals in a few pages is amazing and efficient as an advisor. What I like most though, is the training that is available that shows how to integrate assetmap into your conversations to truly make a difference in clients lives. Review collected by and hosted on G2.com.
I love all of it, if they turned AssetMap into a full CRM with the planning built in that would be amazing Review collected by and hosted on G2.com.
Insurance-related things, inc. Target Maps Review collected by and hosted on G2.com.
How the Asset Map and Target Maps don't always "talk to each other" and there is so much manual input required, which can lead to mistakes or things getting overlooked Review collected by and hosted on G2.com.
Clients appreciate the visual perspective while discussing a non -tangible concepts
organization and opportunities Review collected by and hosted on G2.com.
Really nothing. I just need to immerse myself Review collected by and hosted on G2.com.
Asset Map is a clear way to explain important topics to clients, and I've also used it with many prospects as well. We've had several prospects mention they like seeing their net worth visually, and then the Target Maps offer clients an up-to-speed look at their retirement projections as well as any disability or LTC needs. On top of this, they have first-class advisor service with their in-house team. Review collected by and hosted on G2.com.
There isn't too much I dislike about it. They've added new features and there's even some I'm still missing. Review collected by and hosted on G2.com.
Provides macro-view of client's financial profile, whether individually or for a household Review collected by and hosted on G2.com.
No complaints, haven't really used it enough to find any negatives as of yet Review collected by and hosted on G2.com.
I love how it helps us organize and visualize a clients financial situation which helps with deeper client engagement during the planning process. Review collected by and hosted on G2.com.
Nothing, it's a great tool that my clients love. Review collected by and hosted on G2.com.
