What I like best about Asset Map (as a recent user) is that it allows prospective clients to share as much or as little as they please before a discovery meeting with me. A real-life (and first use of Asset Map!) example: a potential new client asked for a meeting after attending an education workshop I provided. I don't like to discuss money and investments during a first meeting, yet it helps to know if you're sitting with an ideal financial profile. Asset Map allows me to send a simple email prior to the appointment stating, "I'm going to be focused on who you are and what you want when we meet and not your financials, yet if you'd like to share some of your financial info for later discussion, here's a modern tool we use. I've texted you the link, and you can answer as much or as little as you please. And it's mobile-friendly to every device. Please watch the 1-2 minute introduction video (I purchased the customized marketing video), and I can't wait to see you on Tuesday!". My first client completely filled out their asset map and provided me a no-effort on my part tangible proof of organization and expertise that I could share at our first meeting. In fact, the husband during the appointment hopped up to use my whiteboard to map out their financials and his wife sat him down and said, "honey, Justin's already done this for us on this asset map, were you listening!". It was a sweet moment and I was able to learn BEFORE the appointment that they are indeed my ideal financial fit and focus appropriately. My review touches on just one tiny aspect of the power of the Asset Map tool, I can't wait until I'm a more expert user and the further success stories to follow. Review collected by and hosted on G2.com.

No downsides thus far, it's a comprehensive tool with many parts and I'm taking my time to learn each aspect slowly and comprehensively. I really have no dislikes at this time. Review collected by and hosted on G2.com.

That the Asset Map is a visual tool to facilitate interaction between advisors and their client families. Review collected by and hosted on G2.com.

There is nothing to dislike. I had a certain need to enhance the use of AM. I spoke with the creator/CEO and they modified the tech to add the features I needed. They are always asking their users to communicate ideas and improvements. Review collected by and hosted on G2.com.

Running clients comprehensive picture, and then being able to show the client possible solutions and their impact. Review collected by and hosted on G2.com.

N/A because I have yet to find somthing tht I dislike. Review collected by and hosted on G2.com.

Great for client interaction and options available Review collected by and hosted on G2.com.

Hours available for West Coast phone calls/chats Review collected by and hosted on G2.com.

Visually appealing to clients; easy to see all assets & income in a snapshot Review collected by and hosted on G2.com.

1). You can't easily show recommendations. Specifically, I'd like to show moving a particular asset to another investment strategy. When we are making a lot of changes, a simple visual is highly effective.

2). There is not a simple way to show all of the clients' current income sources without matching it to a specific income "Need". I like to show clients where they are currently without matching it to a computer-generated "Need".

3). There is not an easy way of showing the end result and comparing a client's current situation to the implemented solutions

4). Important asset information does not show on any reports so I have to list them in Notes. It would be helpful to have items such as Date account opened, original/total investment amount, and ongoing contributions to show on a consolidated report Review collected by and hosted on G2.com.

This platform has provided us the ability to collect and effectively display a client's financial status in an easy-to-understand format. It is one of the most praised deliverables in the review process with clients. Review collected by and hosted on G2.com.

I would like to see Albridge become integrated with the platform to provide up-to-date values for the clients. Review collected by and hosted on G2.com.

Our team loves the one-page PDF display of assets. Review collected by and hosted on G2.com.

We wish the printable PDF showed the key financial figures. Review collected by and hosted on G2.com.

Asset-Map follows the Household Balance Sheet concept promoted by the Retirement Management Advisor curiculum. It offers far less inputs than a Monte Carlo simulation giving the client a more meaningful answer to the question, "As of Today Only, were do I stand - overfuned, underfunded or contrained?... Review collected by and hosted on G2.com.

The images of a "man" and a "woman" on the Asset Map page remind me of a public restroom... Review collected by and hosted on G2.com.

Asset-Map is a great presntation tool to use when presenting data to a client. All the clients I furnish with an Aset-Map chart have been impressed how the data is organized and summarized on one-page. Review collected by and hosted on G2.com.

There have been a few situations where the presentation of the data was a bit confusing as entered. I was able to utilize various work-arounds to get it in a format that I felt was accurate and visually appealing. Asset-Map has a great customer service team that works with you and helps me develop those work-arounds. Asset-Map is always improving their software to made their software more accomodaing and visually appealing. Review collected by and hosted on G2.com.

Asset-Map is easy to understand and utilize in my practice and is very complete as a financial planning tool to help me help my clients. Review collected by and hosted on G2.com.

So far, I have not found any significant negatives in this program. Review collected by and hosted on G2.com.