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
R Joseph I.
RI
R Joseph I.
Financial Professional serving the unique needs of business owners, executives and retirees, at Bednar Financial Group
11/14/2024
Validated Reviewer
Review source: Organic

Financial Planning tool

|Asset-Map
Clients appreciate the visual perspective while discussing a non -tangible concepts organization and opportunities
JD
Jarrett D.
10/07/2024
Validated Reviewer
Review source: Organic

Asset Map has totally transformed my business.

|Asset-Map
Ease of use. The ability to have a snapshot of the client at my fingertips at all times.
Verified User in Insurance
UI
Verified User in Insurance
09/19/2024
Validated Reviewer
Verified Current User
Review source: Organic

The Best Financial Planning Tool We Have

|Asset-Map
AssetMap has become the core of our entire practice. The software is amazing and makes financial planning so much more clear for our clients. Being able to show them their entire financial inventory and goals in a few pages is amazing and efficient as an advisor. What I like most though, is the training that is available that shows how to integrate assetmap into your conversations to truly make a difference in clients lives.

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