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Asset-Map Holdings, Inc.

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4.8 out of 5 stars
115 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.8
Serving customers since
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
Sage H.
SH
Sage H.
09/19/2024
Validated Reviewer
Verified Current User
Review source: Organic

The Best Financial Planning Tool We Have

|Asset-Map
AssetMap has become the core of our entire practice. The software is amazing and makes financial planning so much more clear for our clients. Being able to show them their entire financial inventory and goals in a few pages is amazing and efficient as an advisor. What I like most though, is the training that is available that shows how to integrate assetmap into your conversations to truly make a difference in clients lives.
Scott G. H.
SH
Scott G. H.
Financial Advisor at Family Wealth Management, LLC
06/20/2024
Validated Reviewer
Verified Current User
Review source: Organic

Indispensable since 2016

|Asset-Map
It provides a clear, one-page overview of all financial accounts and insurance policies, making it easy to grasp the entire financial picture at a glance. As well as, easily uncover all outside accounts.
Derek N.
DN
Derek N.
06/18/2024
Validated Reviewer
Verified Current User
Review source: Organic

Asset Map is the best way to visualize and communicate a clients financial situation.

|Asset-Map
I love how it helps us organize and visualize a clients financial situation which helps with deeper client engagement during the planning process.

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

Year Founded
2008