RI

R Joseph I.

Financial Professional

Small-Business (50 or fewer emp.)

6/4/2021

"Financial Planning tool"

4.5/5

What do you like best about Asset-Map?

Clients appreciate the visual perspective while discussing a non -tangible concepts

organization and opportunities Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

Really nothing. I just need to immerse myself Review collected by and hosted on G2.com.

Recommendations to others considering Asset-Map:

Take advantage of the free trial and use it. The support staff is fantastic. I would recommend the boot camp as it brings a lot of value to the user in surprising ways. Review collected by and hosted on G2.com.

What problems is Asset-Map solving and how is that benefiting you?

I am helping clients see their need to be more intentional in all areas of their finances. It has helped clients appreciate the work we do together and create a higher level of loyalty. It reminds me of issues that would be easy to forget Review collected by and hosted on G2.com.

JM

Jordan M.

Financial Advisor

Small-Business (50 or fewer emp.)

5/7/2024

"Great Opportunity for Value"

5/5

What do you like best about Asset-Map?

Asset Map is a clear way to explain important topics to clients, and I've also used it with many prospects as well. We've had several prospects mention they like seeing their net worth visually, and then the Target Maps offer clients an up-to-speed look at their retirement projections as well as any disability or LTC needs. On top of this, they have first-class advisor service with their in-house team. Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

There isn't too much I dislike about it. They've added new features and there's even some I'm still missing. Review collected by and hosted on G2.com.

What problems is Asset-Map solving and how is that benefiting you?

Retirement planning, disability/LTC projections, education funding, estate planning. Helps design plans for clients and also show them in a way that is easy for them to understand. Many times the most important piece of a plan is not that we as the advisor put one together, but rather we can explain it in a way that brings forth action. This tool really helps bring forth that action. Review collected by and hosted on G2.com.

MT

Michael T.

Assistant GA and Financial Advisor

Small-Business (50 or fewer emp.)

12/19/2024

"Financial Advisor who has used Asset Map for about 1 year."

4.5/5

What do you like best about Asset-Map?

Ease of entering and presenting data in Asset Map. Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

I would like it if they could offer a investment analyst tool. Review collected by and hosted on G2.com.

CF

Verified User in Financial Services

Small-Business (50 or fewer emp.)

1/23/2025

"Diverse functionality, incredibly useful tool for FPs and Clients alike!"

5/5

What do you like best about Asset-Map?

Provides macro-view of client's financial profile, whether individually or for a household Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

No complaints, haven't really used it enough to find any negatives as of yet Review collected by and hosted on G2.com.

DN

Derek N.

CEO

Computer Software

Small-Business (50 or fewer emp.)

6/18/2024

"Asset Map is the best way to visualize and communicate a clients financial situation."

5/5

What do you like best about Asset-Map?

I love how it helps us organize and visualize a clients financial situation which helps with deeper client engagement during the planning process. Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

Nothing, it's a great tool that my clients love. Review collected by and hosted on G2.com.

JD

Jarrett D.

Managing Partner

Small-Business (50 or fewer emp.)

10/7/2024

"Asset Map has totally transformed my business."

5/5

What do you like best about Asset-Map?

Ease of use. The ability to have a snapshot of the client at my fingertips at all times. Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

I wish clients had (1) access to their Asset Map and (2) the ability to aggregate/link outside accounts. Review collected by and hosted on G2.com.

CD

Christopher D.

Financial Consultant

Enterprise (> 1000 emp.)

4/18/2024

"Major help with practice"

5/5

What do you like best about Asset-Map?

I love being able to keep client information and being able to actively track different areas. It has helped my practice greatly. I have been able to grow my practice thanks to them. Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

I do wish I had a contact I could reach for help. I sometimes have questions on features and making sure the information is acurate and including variables. Review collected by and hosted on G2.com.

SH

Scott G. H.

Financial Advisor

Small-Business (50 or fewer emp.)

6/20/2024

"Indispensable since 2016"

5/5

What do you like best about Asset-Map?

It provides a clear, one-page overview of all financial accounts and insurance policies, making it easy to grasp the entire financial picture at a glance. As well as, easily uncover all outside accounts. Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

Don't have the time currently to come up with a downside Review collected by and hosted on G2.com.

SL

Steven L.

Principal

Small-Business (50 or fewer emp.)

11/18/2021

"Can't Live Without It!"

5/5

What do you like best about Asset-Map?

We’ve built a business model that’s designed to collect and disseminate information for our clients. Using Asset+Map, we examine the investment, insurance, legal and tax implications of how they’ve structured their business and their life. This allows clients to see their full financial picture and make better decisions about what matters. The value for clients is that they save time and money, avoid mistakes and missed opportunities and make sure that they’re prepared and protected. Asset+Map makes it easy for us to provide this in a single solution for clients to plan differently. Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

The improvements and new releases have been fantastic! Sometimes, they tease us with new features and it takes awhile to get them released. With that being said, when they do release them they work and they've taken the time to get the "bug" out so it's really not an issue. Review collected by and hosted on G2.com.

AF

Verified User in Financial Services

Small-Business (50 or fewer emp.)

2/6/2024

"Incredible customer support"

4.5/5

What do you like best about Asset-Map?

It has been a dream to work with the AssetMap team so far, compared to other software companies we're currently struggling with (others that keep increasing prices but not displaying value). AssetMap's value to both our clients and our business is well worth the price, and the customer service level is unmatched. I had misunderstood a paid feature when signing up a few months ago, and without hesitating they gave it to me for free when I emailed for help, along with very timely, accurate, and helpful links to resources. AssetMap has completely secured lifelong converts and evangelists for their product due to my very happy team and clients! Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

It would be nice to upload actual client photos instead of using blank avatars on the AssetMap, but other than that minor thing, it's been a really integral part of gathering new assets and keeping clients organized. Review collected by and hosted on G2.com.