Introducing G2.ai, the future of software buying.Try now
Asset-Map Holdings, Inc.
122 reviews
- 1 profiles
- 1 categories
Average star rating
4.8
Serving customers since
2008
Asset-Map Holdings, Inc. Reviews
FM
Flavio M.
I help individuals and small business owners create financial clarity — from building retirement plans to enjoying retirement with confidence.Outstanding Tool for Advisors—Intuitive, Powerful, and Exceptional Support
Asset Map is an excellent tool for collecting prospect and client information, and its visual design makes it easy to use and understand. I really appreciate how simple it is to navigate, yet it remains powerful, offering a range of features that I continue to discover and improve my skills with. The support team deserves special mention—their live chat is outstanding, and everyone is consistently helpful. It's obvious to me that Asset-Map is genuinely invested in the success of the Advisors who use it. I highly recommend this tool to Financial Advisors.
RM
Roy M.
Asset-Map User Since 2013...Love it!
I love how easy it is to build and update household financial documentation using Asset-Map. The report is great for giving to clients as well...most people don't have their finances documented well. I use the notes section to ensure clients have the important details about each account documented, the purpose of the account, and important tasks. Besides being great for the clients, it also serves as documentation for spouses and heirs. The priorities feature and eMoney integration sound promising. Thanks Adam and team!
RM
Robert M.
Blown away! Clients and prospects love it.
The way it puts client's finances in a picture format.
About
What is Asset-Map Holdings, Inc.?
Founded by Certified Financial Planning Practitioner H. Adam Holt in 013, Asset-Map is on a mission to elevate the financial wellness of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that empowers humans to easily comprehend, discuss, and make smart financial decisions now and in the future. Asset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 1. 5 million people and $1.5 trillion in financial instruments.
Details
Year Founded
2008
Website
www.asset-map.comHunting for software insights?
With over 3 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
