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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

Review Filters
Profile Name
Star Rating
105
10
0
0
0
Andy B.
AB
Andy B.
I help CPAs and accounting professionals become the "Most Relevant Advisor" for business owners and HNW clients.
02/10/2023
Avaliador validado
Usuário atual verificado
Fonte da Revisão: Orgânico
Traduzido Usando IA

Se você encontrou uma ferramenta melhor, quando começaria a usá-la?

|Asset-Map
Que o Mapa de Ativos é uma ferramenta visual para facilitar a interação entre consultores e suas famílias clientes.
Marvin A. Johnson C.
MC
Marvin A. Johnson C.
"Everyone faces three great financial risks. Do you have a plan in place?
01/19/2023
Avaliador validado
Fonte da Revisão: Orgânico

I haven't been using it very long, but I know that it is going to take my business to the next level

|Asset-Map
The fact that I can potentially show my clients and potential clients a one-page view of their assets makes me who I have always truly wanted to be. Holistic!
Robert "Bob" M.
RM
Robert "Bob" M.
Vice President East Region hiring exceptional talent and developing leaders
01/02/2023
Avaliador validado
Fonte da Revisão: Orgânico

Easy To Use, Easy To Present

|Asset-Map
Ease of input and the layout of the Asset Map itself.

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