JG
John G.
Financial Advisor
Mid-Market (51-1000 emp.)
"retirement planning target map."
5/5
What do you like best about Asset-Map?

simplicity, ease of use ...upsides are clear view and planning experience for prospects and clients. Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

nothing ............................................................. 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.)
"Just what I have been looking for..."
4/5
What do you like best about Asset-Map?

I love the client-centered approach that it takes. I have been seeking a way to communicate my philosophy to my clients since I became independent. I am building out my firm and we will all use Asset-Map in 2024. Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

I would like it to contain a few basic financial calculators. It would be useful to have tools like future value and net present value in the tool. Other than that I think it is great. Review collected by and hosted on G2.com.

Verified User in Investment Management
UI
Verified User in Investment Management
Small-Business (50 or fewer emp.)
"Review of Asset Map : Accelerate Series Training"
5/5
What do you like best about Asset-Map?

What I like best about Asset-Map is its' simplicity and client-friendly layout. Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

The ONLY drawback I see so far is a lack of sophistication in the finnacial engine behind Asset-Map. Specifically, the way debts and expenses are handled as an example. The cash flow features are a step in the right direction. The platform is maturing so I expect that the financial engine will mature as well. Review collected by and hosted on G2.com.

Tyler M.
TM
Tyler M.
Small-Business (50 or fewer emp.)
"Financial planning made visually engaging and intuitive"
5/5
What do you like best about Asset-Map?

The ability to demonstrate clients the basis for recomondations in a way they can resonate with. Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

I need the ability to start a discovery interview using the information we have then send to the client for the gaps. Review collected by and hosted on G2.com.

NP
nick p.
Mid-Market (51-1000 emp.)
"great"
3.5/5
What do you like best about Asset-Map?

good sales tool. Easy to understand and read Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

limitations on showing individual asset growth. I dont like we can only do blended rate Review collected by and hosted on G2.com.

ML
Matt L.
Small-Business (50 or fewer emp.)
"Michael customer support review"
5/5
What do you like best about Asset-Map?

Makes everything very clear and concise in only a few pages. Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

I would like there to be a little more customization available within the target maps but it gives people a decent idea where they stand. 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.)
"Asset Map does a great job of putting someone's financial picture together to view realistically."
4.5/5
What do you like best about Asset-Map?

The support is awesome and the system is very friendly to use. Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

I wish I could print a paper version of the interview to mail out. Review collected by and hosted on G2.com.

Dave S.
DS
Dave S.
Managing Partner
Small-Business (50 or fewer emp.)
"Great tool for quickly engaging clients and prospects"
5/5
What do you like best about Asset-Map?

The visual aspect of AM makes it simple for clients to understand their total financial picture. Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

Nothing specific. It takes time to really unlock the power of AM, so if it's something you see as becoming part of your client meetings, put the time in to learn it. Review collected by and hosted on G2.com.

Kevin Y.
KY
Kevin Y.
Owner
Small-Business (50 or fewer emp.)
"Great financial planning tool for financial advisors and clients"
5/5
What do you like best about Asset-Map?

It brings clarity and simplicity to client's personal finances. With a bird's eye view, it shows what a client has in terms of income, expenses, assets, liabilities and insurances.

It also allows retirement funding planning, which is a must for financial advisors when discussing clients' retirement income needs.

It has great support and ongoing training. Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

Just a suggestion for improvement - enable client self log-in, to update his personal finance items within a controlled environment Review collected by and hosted on G2.com.

Mologadi S.
MS
Mologadi S.
Founder & Director
Small-Business (50 or fewer emp.)
"I love how Asset Map makes it easy to engage with clients in a simplfied way"
5/5
What do you like best about Asset-Map?

I love the actual asset map. I am still exploring the Target Maps functionality and getting my heard around it. Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

It would be great if you were able to save multiple Asset Maps so that you are able to go back to it and also have an undo funtionality. Review collected by and hosted on G2.com.