Asset-Map Holdings, Inc.
137 reviews
- 1 profiles
- 1 categories
Average star rating
4.8
Serving customers since
2008
Asset-Map Holdings, Inc. Reviews
UF
Verified User in Financial Services
Great Visuals for Client Finances, but Goal Progress Reporting Needs Clarity
The visual presentation of a client's assets, income, and expenses.
AH
Adam H.
A Clear, One-Screen View of the Full Client Picture
Seeing my client's whole picture on one screen.
UF
Verified User in Financial Services
The Most Complete and Useful Method for Identifying Planning Resources
The visual representation of a client’s assets has been extremely helpful in building a clear inventory of what’s available when designing their financial plan. I use Asset Map alongside other planning platforms because it does the best job of presenting that information in a way that’s easy to understand and use.
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.com