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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
LC
Liz C.
Reservoir Financial
08/31/2022
Avaliador validado
Usuário atual verificado
Fonte da Revisão: Orgânico

Tremendous Tool

|Asset-Map
This platform has provided us the ability to collect and effectively display a client's financial status in an easy-to-understand format. It is one of the most praised deliverables in the review process with clients.
BK
Bruce K.
08/22/2022
Avaliador validado
Fonte da Revisão: Orgânico

Awesome software and even better support

|Asset-Map
Great user interface and customer support! Ease of use
John W.
JW
John W.
Financial Planner
08/18/2022
Avaliador validado
Usuário atual verificado
Fonte da Revisão: Orgânico
Traduzido Usando IA

Grande Elogio para Asset-Map

|Asset-Map
Asset-Map é fácil de entender e utilizar na minha prática e é muito completo como uma ferramenta de planejamento financeiro para me ajudar a ajudar meus clientes.

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