The fact that I can potentially show my clients and potential clients a one-page view of their assets makes me who I have always truly wanted to be. Holistic! Review collected by and hosted on G2.com.

Being new to it, I can sometimes get lost with all the choices. Review collected by and hosted on G2.com.

They walked me through the process step-by-step. When I had a question, I was able to get answers efficiently. Doing it this way gave me a better understanding of how the software works. Review collected by and hosted on G2.com.

I don't see any downside at this point. I may have some suggestions in the future. Thanks. Review collected by and hosted on G2.com.

Easily adapts to handle client complexity because of the customized naming of data fields and the ability to adjust key assumptions like tax rates. The visual representation of assets, liabilities, and how they are owned combined with the calculations brings the strategy to life for clients. Review collected by and hosted on G2.com.

Currently, I cannot capture history with the asset map other than taking a screenshot and saving it to a document. Much like a historical statement of net worth, I would like to reference a past version to illustrate to the client how the asset map has changed over time. Review collected by and hosted on G2.com.

I was impressed with the technical skill level of the bootcamp facilitators. There is a lot of info to convey, and I think a good program like this is required. Review collected by and hosted on G2.com.

Nothing to dislike. It's an excellent program to use. It has a steep learning curve due to so much capability. Review collected by and hosted on G2.com.

Th emost helpful part of asset map is the target maps and showing illustrations on how well funded people are for retirement Review collected by and hosted on G2.com.

The downside is you can only use whole amounts for COLA. A pension I work with calculates a 1.5 COLA so when i present to my clients i can use either 1 or 2. Review collected by and hosted on G2.com.

Their service team consistently provides excellent responsiveness and assists where needed; reliable integrations; application smoothly handles both goals based and cash flow based reporting. This is the 'Swiss Army Knife' that allows us to use one application for a majority of our financial planning presentations. Review collected by and hosted on G2.com.

We look forward to more reporting options, especially on side-by-side cash flow (current versus proposed, etc.) as well as a robust client facing dashboard. Review collected by and hosted on G2.com.

I like the ability to visualize a client's household in one convenient location. From a client's perspective, the ability to cut through the mental clutter allows them to take action. Review collected by and hosted on G2.com.

Honestly, I have not found any features that are dissatisfactory. The customer support is very responsive in getting anything fixed or providing clarification. Review collected by and hosted on G2.com.

Ease of use and speed of outputs. the customer service is also exceptional. Review collected by and hosted on G2.com.

lack of ability to drill down into an asset allocation Review collected by and hosted on G2.com.

Asset Map is a clean, simple, and easy-to-use tool that helps me articulate the complicated in a very understandable fashion for my clients. People learn and understand best when visuals are used, Asset Map is the best visual financial planning tool out there. Review collected by and hosted on G2.com.

Nothing, it is an amazing tool that makes my job easier and more impactful for my clients. It is the best alternative out there for advisors looking to thrive while helping their clients. Review collected by and hosted on G2.com.

The Asset Maps to visualize the client's total financial picture in one place. Review collected by and hosted on G2.com.

Not being able to print the expanded cash-flow chart on reports. Also, feel it would be helpful to show an income stream directly from an asset for cash flow analysis. Review collected by and hosted on G2.com.