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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

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Star Rating

105
10
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0

Asset-Map Holdings, Inc. Reviews

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Profile Name
Star Rating
105
10
0
0
0
Randall L. F.
RF
Randall L. F.
Financial Advisor, Owner of Franklin Financial Group - Life Centered Financial Planning, Personalized Investment and Retirement Strategies, Insurance
02/03/2022
Avaliador validado
Fonte da Revisão: Orgânico
Traduzido Usando IA

Asset-Map é uma ótima ferramenta para aprender mais sobre seu cliente.

|Asset-Map
Permite-me reunir não apenas informações financeiras, mas também aprender um pouco sobre o que é importante para eles. Fornece-me uma excelente visão geral a partir da qual posso desenvolver minhas perguntas para ampliar a conversa.
JZ
Jennifer Z.
02/01/2022
Avaliador validado
Usuário atual verificado
Fonte da Revisão: Orgânico

Asset-Map is an added value to my practice

|Asset-Map
Asset-Map's onboarding process for new users, which includes live weekly online training as well as 1:1 sessions, has been so helpful in getting me started with the program. Asset-Map has added value to my practice and my clients are loving it. Target Maps is my favorite feature and really gives an in-depth, robust evaluation of where a client is in relation to their goals.
Will W.
WW
Will W.
President/owner, Dare Capital Management, LLC
01/28/2022
Avaliador validado
Usuário atual verificado
Fonte da Revisão: Orgânico
Traduzido Usando IA

realmente gosto deste programa

|Asset-Map
muito intuitivo, não excessivamente complexo, capacidades robustas

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