I love the visual impact that it can provide and the ease of being able to communicate where all the cleints' assets are but also they too can visually see everything on one page. I love that its easy to use and that you can create a very simple plan as well as leverage a plan for a more sophisticated client situation. I love the flow of information between each feature and ease of implementing. The rollout of Relationship Maps is such a powerful resoure and the rollout of Sidebar is such a game changer! Review collected by and hosted on G2.com.
It would be nice to see the notes flow through to my CRM system as well as reports as they're generated or any pdf that is generated in Asset-Map that they can flow through to Wealthbox.
I think it'd make it easy if there was a built-in roth conversion calculations but it's still is able to illustrate roth conversion if you know the numbers so for now it's all gravy. Review collected by and hosted on G2.com.
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