Being able to map out to show assets, liabilites, and incomes on one page. Review collected by and hosted on G2.com.

All the information is to search for is great but there is a lot to sift through. Also, wish there were more here is what you say to prospects when discussing Asset Map. Review collected by and hosted on G2.com.

Easy to understand financial planning software for clients. Review collected by and hosted on G2.com.

I wish there was a way for clients to log in on their end and view their map when they aren't in the office for a meeting with the Advisor. Review collected by and hosted on G2.com.

I like how there is lots of free training and the support system and staff are very kind and helpful. Review collected by and hosted on G2.com.

Not much, so far I have not came across any flaws Review collected by and hosted on G2.com.

The ability to show changes in a target map very easily and in real time. The simplicity of the tool. The ability to show cash flows to anylitical clients and keep it high level for the ones that aren't. Review collected by and hosted on G2.com.

I have not found anything that I don't like about asset map so far. Review collected by and hosted on G2.com.

The actual asset map page. The printed out report and the actual asset map web page are great for sharing with clients Review collected by and hosted on G2.com.

that we cant do % contributions for accounts. Many people add a certain percentage to their 401k, 4013b etc rather than a dolalr amount Review collected by and hosted on G2.com.

The software is very easy to customize for our practice. There are prebuilt profiles so you can start working right away but so many ways to customize the experience. The product helps present a visual representation of problems and solutions and provides a great deliverable at the end of client meetings. Review collected by and hosted on G2.com.

I would like to see a way for clients to log in and see their reports and have some way to verify it was reviewed and there are updates that need to be made when we send out our pre-appointment review package. Review collected by and hosted on G2.com.

First off, it is fast. The data entry goes very quickly because you don't have to manually add holdings. Next, it is so visual that clients get it! It allows us to quickly evaluate their situation and achieve clarity if "they have enough" assets to achieve what they want. Review collected by and hosted on G2.com.

Nothing yet. It works very well for my needs. I have not had a client situation arise where the system could not help me visualize the scenario. Coming from a previous system that was created in-house, the ease of using Asset-Map is a real joy. Review collected by and hosted on G2.com.

The conversation that it leads to with clients during factfinds and annual planning meeting. Review collected by and hosted on G2.com.

I would like Target Maps to be a litte more cash flow based rather than goal based. Review collected by and hosted on G2.com.

Ease of creating Target-Maps, and then presenting to clients. The software is much more robust than I thought it would be. Review collected by and hosted on G2.com.

I've done high-end fee plans for decades and do at times miss the detailed inputs. I don't miss the amount of inputs though. I would like to see a very detailed cash flow report at least for me--not necessily for the client. Review collected by and hosted on G2.com.

Discovery tool/QR code, quick simple plans. Deliverable reports. Review collected by and hosted on G2.com.

lack of current tax inputs, cash flow bar chart should should be larger. RMDs should be easier to display instead of having to set a 2nd living expense line item.

Please add a option to turn on current effective tax rates. I know it's a compliance issue, but it would be great to show clients at retirement the difference in their effective tax bracket. It could be implemented as a "draft" version if that would help. Review collected by and hosted on G2.com.