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Asset-Map Holdings, Inc.

Mostrar detalhamento de classificação
4.8 de 5 estrelas
115 avaliações
  • Perfis 1
  • Categorias 1
Classificação média por estrelas
4.8
Atendendo clientes desde
2008

Profile Name

Star Rating

105
10
0
0
0

Asset-Map Holdings, Inc. Reviews

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Profile Name
Star Rating
105
10
0
0
0
SG
Stephen G.
01/08/2024
Avaliador validado
Fonte da Revisão: Orgânico

LJ asked very nice for a review :)

|Asset-Map
I like how easy it is to present a client's financial picture. It is fairly easy to navigate the tool. I like how the Target Maps present.
NP
nick p.
01/05/2024
Avaliador validado
Fonte da Revisão: Orgânico
Traduzido Usando IA

ótimo

|Asset-Map
bom instrumento de vendas. Fácil de entender e ler
Ryan M.
RM
Ryan M.
We are the Gov-Con business owners and professionals financial planning experts. Let's have a conversation!
01/05/2024
Avaliador validado
Usuário atual verificado
Fonte da Revisão: Orgânico
Traduzido Usando IA

Conversa com o cliente durante cada reunião com o Asset Map

|Asset-Map
Os Mapas de Alvo e a tela inicial são meus favoritos. Os Mapas de Alvo realmente mostram como, ao mudar uma variável aqui ou ali, muda a perspectiva.

About

Contact

HQ Location:
Philadelphia, Pennsylvania, United States

Social

@AssetMapLLC

What is Asset-Map Holdings, Inc.?

Founded by Certified Financial Planning Practitioner H. Adam Holt in 013, Asset-Map is on a mission to elevate the financial wellness of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that empowers humans to easily comprehend, discuss, and make smart financial decisions now and in the future. Asset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 1. 5 million people and $1.5 trillion in financial instruments.

Details

Ano de Fundação
2008