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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
TL
Tony L.
10/12/2022
Avaliador validado
Usuário atual verificado
Fonte da Revisão: Orgânico

I needed help making sure that I had input information correctly and how to present the information.

|Asset-Map
They walked me through the process step-by-step. When I had a question, I was able to get answers efficiently. Doing it this way gave me a better understanding of how the software works.
David M.
DM
David M.
10/04/2022
Avaliador validado
Fonte da Revisão: Orgânico
Traduzido Usando IA

Conferência útil

|Asset-Map
Asset-Map segue o conceito de Balanço Patrimonial Familiar promovido pelo currículo do Consultor de Gestão de Aposentadoria. Ele oferece muito menos entradas do que uma simulação de Monte Carlo, dando ao cliente uma resposta mais significativa à pergunta: "Apenas hoje, onde estou - com excesso de fundos, com falta de fundos ou restrito?
JG
John G.
09/08/2022
Avaliador validado
Usuário atual verificado
Fonte da Revisão: Orgânico

Find it very useful and engaging.

|Asset-Map
The Asset Maps to visualize the client's total financial picture in one place.

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