Asset-Map Reviews & Product Details

Asset Map is an excellent tool for collecting prospect and client information, and its visual design makes it easy to use and understand. I really appreciate how simple it is to navigate, yet it remains powerful, offering a range of features that I continue to discover and improve my skills with. The support team deserves special mention—their live chat is outstanding, and everyone is consistently helpful. It's obvious to me that Asset-Map is genuinely invested in the success of the Advisors who use it. I highly recommend this tool to Financial Advisors. Review collected by and hosted on G2.com.

There are only a few minor features I would like to see added to the tool, but I don't consider these to be true downsides, as other advisors might not share my preferences. For example, I would appreciate more planning features, such as highly interactive and user-friendly retirement accumulation calculators that are easy to demonstrate to clients. A couple of integrations would be good that don't exist. Additionally, I wish the company would publish a public roadmap. I always enjoy when tools provide this, as it gives me something to anticipate and look forward to, and ability to submit requests. Overall, I don't see any real downsides to this tool—just a few personal preferences for future improvements. They also release new updates regularly, so I am confident that some of these minor suggestions may be addressed in the future. Review collected by and hosted on G2.com.

Its ability to help clients and advisors visualize their financial portfolio in a clear, easy-to-understand way is a major strength. It can be presented in whatever format feels most intuitive, whether that’s a list view, the "Asset-Map" view, a balance sheet, etc. Target Maps have a huge impact as well. People can go to anyone for money management, but we are PLANNERS, and our value lies in being able to measure the impact of decisions and guide clients toward choices that move them closer to their goals—which is ultimately what people are looking for.

We also love, love, love the questionnaire. It’s visually appealing and high-level, and it gets us the information we need without feeling too intrusive. Discovery has always been a roadblock, and this makes that process much easier. Keep up the great work! We love LJ and Michael and are very impressed with the service we receive. Review collected by and hosted on G2.com.

I think there’s one major area where there’s room for improvement. Personally, I’d like the ability to adjust rates of return per account, rather than having a single rate applied across the board. Having one ROR doesn’t really help facilitate discussions around portfolio construction or sequence-of-returns risk, and it also doesn’t allow us to properly illustrate the impact of lost opportunity cost for clients who hold large cash positions or for clients whose positions are too risky. It’s also possible I’m missing something on my end.

In addition, it would be helpful to have a way to share documents through the client portal. That said, I realize this could create a bigger storage and management issue. Maybe something like a Box.com integration with the client portal could address that? Review collected by and hosted on G2.com.

Asset-Map is visually appealing and easy to follow, not extremely complicated to learn, and provides a simple approach for clients to understand retirement goals, outcomes, and opportunities.

The reports are clean, easy to review, and functional. Asset-Map is a great tool for our clients to understand where they are in their financial journey, no matter what stage they are in. The customer support for is top notch as well; quick response time, issues resolved, and always willing to jump on a call if needed.

Finally, it is very easy to implement into your client reviews and planning sessions. I use the platform daily with clients to provide a road map for decision making. The platform integrates well with our systems seamlessly. Review collected by and hosted on G2.com.

I don't have any real complaints or issues with the platform at this point. Review collected by and hosted on G2.com.

I love how easy it is to build and update household financial documentation using Asset-Map. The report is great for giving to clients as well...most people don't have their finances documented well. I use the notes section to ensure clients have the important details about each account documented, the purpose of the account, and important tasks. Besides being great for the clients, it also serves as documentation for spouses and heirs. The priorities feature and eMoney integration sound promising. Thanks Adam and team! Review collected by and hosted on G2.com.

Well, I disliked that I was maintaining an Asset-Map profile and an eMoney profile (it's a lot of work), but the integration with eMoney sounds promising. Review collected by and hosted on G2.com.

visual snapshot of the financial home and presentation mode Review collected by and hosted on G2.com.

is complicated to figure out how to input different funds Review collected by and hosted on G2.com.

Most people are visual learners, Asset-Map provides a simple visual and everyone can understand. It takes the complexity of a situation and turns it into an easy conversation Review collected by and hosted on G2.com.

Haven’t found anything yet that I dislike. As with everything, there are always ways to improve, the team at Asset-Map seems to be improving and using user suggestions for improvement Review collected by and hosted on G2.com.

The way it puts client's finances in a picture format. Review collected by and hosted on G2.com.

Nothing really. I find that clients love it. Review collected by and hosted on G2.com.

Simple and gives a total picture of the client's financial assets on one page. Review collected by and hosted on G2.com.

Not a robust financail planing tool but enough to do the job. Review collected by and hosted on G2.com.

The simplicity of asset-map is very helpful. It's a great tool for creating any financial plan. Review collected by and hosted on G2.com.

I'd like to be able to move retirement accounts in a certain order on the front page. Review collected by and hosted on G2.com.

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.