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Asset-Map
4.8
76

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Asset-Map is a SaaS platform for financial professionals in the wealth management, investment, and insurance markets. It provides digital visualization of household facts to build customized presentations that help advisors and their customers make better financial decisions. It has been used by thousands of professionals worldwide and has mapped over 1 million people and $1.4 trillion in financial instruments.
Website
http://www.asset-map.com
Developer
Asset-Map
Category
HR
HQ Location
Philadelphia, Pennsylvania
Year Founded
2008
Number of Employees
46
Twitter
@AssetMapLLC
Strengths
  • Intuitive interface

    Easy to use for non-technical users

  • Customizable reports

    Allows for personalized client reports

  • Collaboration features

    Enables team collaboration on client accounts

Weaknesses
  • Limited integrations

    Does not integrate with many other software tools

  • No mobile app

    Not accessible on mobile devices

  • Limited customization options

    Some users may want more flexibility in customizing reports

Opportunities
  • Could increase market share by integrating with more software tools
  • Could attract more users by developing a mobile app
  • Could attract more users by offering more flexibility in report customization
Threats
  • Other similar software tools may offer more features or integrations
  • A recession could lead to decreased demand for financial planning software
  • Changes in financial regulations could impact the software's functionality or demand

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http://www.asset-map.com
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Asset-Map Plan

Asset-Map offers three pricing plans: Basic for $99/month, Pro for $199/month, and Enterprise for custom pricing, each with increasing features and capabilities.
Asset-Map Essentials $ 94 1 Seats Per Month
Asset-Map Report™ Custom Stencils™ Outbound Discovery Interview Standard Integrations Comprehensive Report Center Secure Multi-factor Authentication (MFA) Personalized Branding Options In-app Resource Center Live Support Case Sharing and Firm Collaboration
Asset-Map Pro $ 142 1 Seats Per Month
Includes all of Essentials, PLUS: Target-Map Planning Engine Target-Map Cashflow Details Inbound Discovery Interview for Prospecting Report History (30 days) Advice Milestones Signals™ Team Manager Activity View
Asset-Map Elite $ 189 1 Seats Per Month
Includes all of Professional, PLUS: Report History (Unlimited) Customized Report Layouts Custom Advice Milestones (Elite) Book of Business Sharing Priority Support One-on-One Personalized Onboarding Customized Marketing Video ($350 value) 50% Bootcamp Attendance ($465 value)
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