Asset-Map Holdings, Inc.
115 reviews
- 1 profiles
- 1 categories
Average star rating
4.8
Serving customers since
2008
Asset-Map Holdings, Inc. Reviews
JG
John G.
retirement planning target map.
simplicity, ease of use ...upsides are clear view and planning experience for prospects and clients.
AS
Alex S.
Founding Advisor and Wealth ManagerWe just started using it, but love sharing the asset map with our clients during appointments
The actual asset map page. The printed out report and the actual asset map web page are great for sharing with clients
HM
Herb M.
My Asset Map Ally
Asset Map creates a single page visual that represents my client's current financial picture, including both Assets and Liabilities. And, of course, the Target Map component lets the client see their likelihood of future financial/retirement success under a range of hypothetical scenarios!
Asset Map is so powerfully simple!
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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