Asset-Map Reviews & Product Details

Too often prospects get frightened off from proper financial planning because they fear they are going to get confused into making bad decisions. Asset-Map makes it more simple to view on one page, with backup reports and scenarios when needed, so there's less computation and hoops to jump through for the client to understand. If your client stresses simplicity, this application can help you deliver Review collected by and hosted on G2.com.

It would be more beenficial to advisor and client to use connections with financial institutions so information is updated accuratley frequently. Incoporating a vault/file sharing process would enhance value.

Would love to be able to itemize expenses or accounts and expand or contract more easily Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

That it is not our firms own proprietary software. Ie our competitors have access too!

The target maps are always being updated and the output is good but could be a little more user friendly. Review collected by and hosted on G2.com.

I like the simplicity of the AssetMap and the ability to add in different target maps. Review collected by and hosted on G2.com.

I would like to see the ability to set a rate of return for individual account(s)/investment(s). I also would like for them to implement progressive tax rates so we can get a more accurate reflection of the tax burden at different income levels. Review collected by and hosted on G2.com.

I use Asset Map every single day because it allows me to quickly capture and update data on my clients. Review collected by and hosted on G2.com.

Cash Flow report could be simpler. Also, target maps need to be flexible for different spending patters in retirement. 90 yr olds aren't spending like those who are brand new to retirement.... Review collected by and hosted on G2.com.

The graphical representation of assets and income provides a easy way to visualize complex information and relationships. Review collected by and hosted on G2.com.

The cash flow analysis, Target-Maps is a bit light on performance capability. Review collected by and hosted on G2.com.

One page Asset Map- easy for fact finding and client review Review collected by and hosted on G2.com.

No way to project a glide path for my client/ prospects investments? For example, the client is 15 years from retirement, so their investments are aggressively allocated and become more conservative as they near retirement. As I see the Target Map option currently, I can either put their investment growth at an aggressive assumption (which lasts into retirement) or a conservative assumption (which starts immediately). A glide path option would be a huge value add to my presentation! Review collected by and hosted on G2.com.

The simplicity and visualization of the program. The ability to quickly view/see a clients financial picture on one page. Review collected by and hosted on G2.com.

I cannot think of anything that I dislike Review collected by and hosted on G2.com.

I have reviewed many competitors of Asset-Map and none come close to providing the ease of operation along with the ability to store a huge amount of Client informantion. Review collected by and hosted on G2.com.

Unable to answer this questions, expect with "NOTHING" Review collected by and hosted on G2.com.

It is a simple way to get a financial picture to start the advice process. Review collected by and hosted on G2.com.

They took away my lines for the update:) Review collected by and hosted on G2.com.

The tool is simple, elegant, and powerful Review collected by and hosted on G2.com.

Dislike the fact it doesn’t have client portal Review collected by and hosted on G2.com.

I think it’s a great tool but I need a lot more training to understand it Review collected by and hosted on G2.com.

Nothing just a little difficult to understand Review collected by and hosted on G2.com.

Easy to use. API with TDA, Wealthbox and others. Simple Plan that clients love Review collected by and hosted on G2.com.

No client portal but thats ok. I do not think its needed Review collected by and hosted on G2.com.

How the interface helps clients intuitively “get it” when illustrating their goals. Review collected by and hosted on G2.com.

Maybe integrating with a financial planning platform. Review collected by and hosted on G2.com.