Asset-Map Holdings, Inc.
115 reviews
- 1 profiles
- 1 categories
Average star rating
4.8
Serving customers since
2008
Asset-Map Holdings, Inc. Reviews
BJ
Bruce J.
Financial Advisor at Ash Creek Financial AdvisorsTD
Tim D.
Asset Map is invaluable
Asset map is a tool that is easy to use and intuitive.
In an industry that suffers from complexity the Asset Map is a breathe of fresh air that clients can easy relate to.
When used propey client conversations can be more meaning ful and not just based on the tired traditional performance figures update.
The integrations with our other tech stack components makes data entry and updates a snap. And saves us lots of time.
KB
Kasey B.
Training retirees for the American Retirement, and creator of the 18-point Retirement Inspection.The best client-engagement and visualization tool I’ve seen in my 20 years of practice.
How the interface helps clients intuitively “get it” when illustrating their goals.
About
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
Year Founded
2008
Website
www.asset-map.comHunting for software insights?
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