Product Avatar Image

Asset-Map Holdings, Inc.

Show rating breakdown
4.8 out of 5 stars
129 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.8
Serving customers since
2008

Profile Name

Star Rating

118
11
0
0
0

Asset-Map Holdings, Inc. Reviews

Review Filters
Profile Name
Star Rating
118
11
0
0
0
SF
Sani F.
02/03/2025
Validated Reviewer
Review source: Organic

Boot Camp JAN 2025

|Asset-Map
I love the visual impact that it can provide and the ease of being able to communicate where all the cleints' assets are but also they too can visually see everything on one page. I love that its easy to use and that you can create a very simple plan as well as leverage a plan for a more sophisticated client situation. I love the flow of information between each feature and ease of implementing. The rollout of Relationship Maps is such a powerful resoure and the rollout of Sidebar is such a game changer!
Jennifer M.
JM
Jennifer M.
01/30/2025
Validated Reviewer
Verified Current User
Review source: Organic

Asset Maps Boot Camp is a must attend

|Asset-Map
It provided a lot of detail on how to use the platform with specific strategies and tips. There were so many features in the platform that I did not realize could be used in certain ways until I attended.
Verified User in Financial Services
CF
Verified User in Financial Services
01/23/2025
Validated Reviewer
Review source: Organic

Diverse functionality, incredibly useful tool for FPs and Clients alike!

|Asset-Map
Provides macro-view of client's financial profile, whether individually or for a household

About

Contact

HQ Location:
Philadelphia, Pennsylvania, United States

Social

@AssetMapLLC

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