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.

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.

It provided a lot of detail on how to use the platform with specific strategies and tips. There were so many features in the platform that I did not realize could be used in certain ways until I attended. Review collected by and hosted on G2.com.

There isn't anything I dislike about the platform. Review collected by and hosted on G2.com.

It's ease of use. Clients visually understanding of their finances on a single page. Review collected by and hosted on G2.com.

That I can't download the Household Index into a spreadsheet Review collected by and hosted on G2.com.

Asset Map has great customer support. Sean, LiaJean, and Michael have all been great during our start with Asset Map. They are all very knowledgeable. We are excited to continue to partner with them and watch our business flourish. Review collected by and hosted on G2.com.

There is not anything negative I can say about Asset map. We have had a great experience. Review collected by and hosted on G2.com.

Asset-Map creates a clear picture for prospects and clients to see their situation from a different point of view than they are used to. Review collected by and hosted on G2.com.

Tutorials are hard to find. Quick links with a button would be nice. Review collected by and hosted on G2.com.

AssetMap has become the core of our entire practice. The software is amazing and makes financial planning so much more clear for our clients. Being able to show them their entire financial inventory and goals in a few pages is amazing and efficient as an advisor. What I like most though, is the training that is available that shows how to integrate assetmap into your conversations to truly make a difference in clients lives. Review collected by and hosted on G2.com.

I love all of it, if they turned AssetMap into a full CRM with the planning built in that would be amazing Review collected by and hosted on G2.com.

Insurance-related things, inc. Target Maps Review collected by and hosted on G2.com.

How the Asset Map and Target Maps don't always "talk to each other" and there is so much manual input required, which can lead to mistakes or things getting overlooked Review collected by and hosted on G2.com.