Dani D.
DD
Dani D.
Associate Advisor
Small-Business (50 or fewer emp.)
"Happy User"
5/5
What do you like best about Asset-Map?

It is a great tool for clients to see their assets in a simple way. Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

It would be nice to add some cash flow planning into the software. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Quick, responsive service"
4/5
What do you like best about Asset-Map?

Pictorial way to represent complex ideas; turning into great tool for my business. Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

Adjusting to use American version for my UK business Review collected by and hosted on G2.com.

Randall L. F.
RF
Randall L. F.
Financial Advisor and Owner
Small-Business (50 or fewer emp.)
"Asset-Map is a great tool to learn more about your client."
5/5
What do you like best about Asset-Map?

It allows me to gather not only financial information, but I also learn a little bit about what is important to them. It provides me a great overview from which to help develop my questions to broaden the conversation. Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

The lack of intergration with financial planning software, i.e. eMoney. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Verified User in Financial Services
Enterprise (> 1000 emp.)
"Fantastic Product, fantastic support"
5/5
What do you like best about Asset-Map?

Asset Map is easy to use yet quite sophisticated. Helps me tell a great advisor story Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

Nothing is missing from product. everything works properly Review collected by and hosted on G2.com.

Robert H.
RH
Robert H.
Registered Representative
Small-Business (50 or fewer emp.)
"great 1-hour software support"
5/5
What do you like best about Asset-Map?

Useful and personalized online software support. Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

Nothing I'm happy with how this is going. Review collected by and hosted on G2.com.

JW
Josh W.
Financial Planner
Small-Business (50 or fewer emp.)
"Great Software, Awesome for Big Picture Conversations"
5/5
What do you like best about Asset-Map?

I love that Asset Map is great to both look at everything in 1 page at a macro level, but also that i can save notes on each account at a micro level. that allows us to be efficient with clients when reviewing their accounts together, and efficient in refreshing ourselves of our clients accounts. Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

When it integrates with E-Money it will be amazing! Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Awesome software and even better support"
5/5
What do you like best about Asset-Map?

Great user interface and customer support! Ease of use Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

Nothing so far it is working great and better than expected Review collected by and hosted on G2.com.

SL
Stephen L.
Investment Advisor Representative
Small-Business (50 or fewer emp.)
"Great Support!!! Hope it will continue like this, pleasantly surprised."
5/5
What do you like best about Asset-Map?

Perfect presentation and terrific support, easy to learn, short learning curve Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

Nothing at this time. Everything is working well. Review collected by and hosted on G2.com.

Blake H.
BH
Blake H.
Owner - Railroad Investment Group, LPL Financial Advisor
Small-Business (50 or fewer emp.)
"Most user friendly financial planning software I have ever used."
5/5
What do you like best about Asset-Map?

FA xan easily and quickly do data entry then present deliverables. Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

Nothing at this time. Not at this time. Review collected by and hosted on G2.com.

NL
Nancy L.
Financial Planner
Small-Business (50 or fewer emp.)
"Kaeley was most helpful!! She helped me to better understand how to use Asset-Map."
5/5
What do you like best about Asset-Map?

She brought my attention to things I definitely would not have thought of on my own. Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

I didn't get the initial Zoom link so I was a bit confused on how we were going to proceed. Review collected by and hosted on G2.com.