It's such an integral part of my practice that I could not live without it. Asset-Map has helped me build a world-class, repeatable, interactive process with my clients while allowing me to scale exponentially. It's easy to use, my clients love it, I can't say enough good things about it. Review collected by and hosted on G2.com.

There really isn't anything at all I don't like. Review collected by and hosted on G2.com.

Having a one-page summary of a client situation (income, assets, liabilities, cash flow, goals) is very useful as a complement for other financial plannign tools. It's very helpful when reviewing when preparing for client meetings. Great integrations with other tools. Review collected by and hosted on G2.com.

I wish it would sync daily account values. I like how it integrates with RiskAlyze/Nitrogen. Review collected by and hosted on G2.com.

Asset Map creates a single page visual that represents my client's current financial picture, including both Assets and Liabilities. And, of course, the Target Map component lets the client see their likelihood of future financial/retirement success under a range of hypothetical scenarios!

Asset Map is so powerfully simple! Review collected by and hosted on G2.com.

Theie is nothing, that I can think of, that is a negative about Asset Map! Review collected by and hosted on G2.com.

The support staff and the help section. The staff. The ability to set an appt with Brad Janicki. The chat feature. Mac Air M1 and other software include LifeYield and Timelineapp. This is a simpler format for the client. Review collected by and hosted on G2.com.

it is a lot to enter and much of the information per client is repetitive. Sometimes I load an information card and hit "create" and it doesn't take. Then I have to reenter. It happened twice today. Review collected by and hosted on G2.com.

Easy to learn, easy to use and extremely easy for my clients to understand complax financial planning concepts Review collected by and hosted on G2.com.

there are truly none- and their support Team is 1st Class Review collected by and hosted on G2.com.

I like how easy it is to present a client's financial picture. It is fairly easy to navigate the tool. I like how the Target Maps present. Review collected by and hosted on G2.com.

I would like the ability to show "half percentages" I realize Adam has always wanted to keep Asset Map simple and did not want to allow this. However, it would be very helpfull when doing COLA projections on Social Security or inflation in general. (I'd like to be able to show a 2.5% COLA for Social Security)

I am thankfull that a few years ago we were able to click on the "graph" icon and show the Target Map projection in a graph form. Please change this to allow us to be able to include that view in Reports. Showing a person they will run out of money at age 79 has a lot more impact than simply showing they 84% funded for their retirement goal. It would also be helpful if we had the ability to click a "Before tax" or an "After-Tax" button on this chart.

Providing us with the opportunity for a "Liqudation Order of Assets" would be very helpful is some curcumstances. Review collected by and hosted on G2.com.

The ease of use, visuals, and retirement income tool (Target Maps). When meeting with clients I put their Asset Map up on a television and we go through it in detail. Myself and the clients both like seeing their entire financial plan in a single picture, and it makes meetings interactive where the clients/prospects are participating. Review collected by and hosted on G2.com.

There is not a feature for clients to login and see their Asset Map (yet). Review collected by and hosted on G2.com.

Initial graphic for the client and simplicity in the output for the client to understand. I also like that the software allows for open "boxes" that further show the need for services. Review collected by and hosted on G2.com.

The cash flow graphs are a bit confusing to read for the client, and I would love to have a feature that allowed me to go in and determine where the cash flow in retirement would come from and at what times that would then show that in graphical form to the client. Review collected by and hosted on G2.com.

Easy way to load the financial information with important notes, always a chat away for help!! Review collected by and hosted on G2.com.

Would stress to new users to upload all the information before heading to the Target Maps Review collected by and hosted on G2.com.

The Target Maps and the home screen are my favorite. Target Maps really show how by changing one variable here or there it change the outlook. Review collected by and hosted on G2.com.

It doesn't integrate with some of my tech stack. We need to get a client side portal and app. Review collected by and hosted on G2.com.