I work in the marketing side of our business. So I had to reach out to support to get help getting things set-up. They were very responsive and made the whole onboarding process very easy. Also I was very impressed with the onboarding training that our team received from them. I am so excited to see how this will really help not only in our prospecting efforts but particularly in helping our existing clients have a clearer picture of both their financial strenths and weakness. Helping us to help them plan better and also a great tool to help them see possibilities they may not have thought about. Way to go Asset-Map! Review collected by and hosted on G2.com.

Haven't used it enough to have found a dislike yet. Oh- I do have one thing. Being that I work on the marketing side of things, I wish their UI had the ability to change colors to match more our Corporate colors to make it more our look than just adding our logo to the landing page drenched in Blue. Just a suggestion. Review collected by and hosted on G2.com.

The simplicity and elegancy that asset-map brings. It really brings financial planning to life that easy for clients to understand. Review collected by and hosted on G2.com.

I wish that there could be more in-depth features and customizations built out. For the onboarding feature, it would be a really cool option to have a budget so we as the advisor could know exactly what we are looking at before the meeting from a cash flow standpoint. I also wish on the onboarding they could differentiate retirement accounts Roth/Traditional. Review collected by and hosted on G2.com.

Asset-Map's onboarding process for new users, which includes live weekly online training as well as 1:1 sessions, has been so helpful in getting me started with the program. Asset-Map has added value to my practice and my clients are loving it. Target Maps is my favorite feature and really gives an in-depth, robust evaluation of where a client is in relation to their goals. Review collected by and hosted on G2.com.

There is nothing I have determined as of yet as a new user that I don't like. Review collected by and hosted on G2.com.

The intuitive and easy data input. The client onboarding link provides clients and prospects a professional and pleasing interface. Review collected by and hosted on G2.com.

Nothing. I find Asset+Map to be an extremely useful tool that complements my financial planning software perfectly. Asset+Map can also be used as a stand-alone planning tool. Review collected by and hosted on G2.com.

One page Asset Map- easy for fact finding and client review Review collected by and hosted on G2.com.

No way to project a glide path for my client/ prospects investments? For example, the client is 15 years from retirement, so their investments are aggressively allocated and become more conservative as they near retirement. As I see the Target Map option currently, I can either put their investment growth at an aggressive assumption (which lasts into retirement) or a conservative assumption (which starts immediately). A glide path option would be a huge value add to my presentation! Review collected by and hosted on G2.com.

The Support is great! Most of the functions I can figure out on my our. Great support Review collected by and hosted on G2.com.

I can not get off this screen

There is nothing I dislike! Review collected by and hosted on G2.com.

How easy Asset-Map makes financial organization for the advisor, but more importantly, the clients. Review collected by and hosted on G2.com.

There really is not anything that I can think of. Anything that we have "disliked" has been fixed through constant updates to their platform. Review collected by and hosted on G2.com.

Asset Map makes it easy for me and my clients to see the complete picture of their money. It is both simple to understand you full of useful information. Best of all it is very intuitive. Review collected by and hosted on G2.com.

I wish the tool had some direct integrations with data providers like Schwab and LPL Financial. I also wish the discovery tool did a slightly better job of collecting information. Review collected by and hosted on G2.com.

It is a simple way to get a financial picture to start the conversation. Once you are done you have all you need to help them make informed decisions for their situation. Review collected by and hosted on G2.com.

What not to like? Not a better tool to have in your arsenal. Review collected by and hosted on G2.com.

Simplicity, and accessibility of support Review collected by and hosted on G2.com.

Simoplicity, cannot assign varying rates of return for separate assets in retirement target map. Review collected by and hosted on G2.com.