JD
Jackie D.
Certified Financial Planner
Small-Business (50 or fewer emp.)
"Visually Interactive and Easy for Clients to Understand"
What do you like best about Asset-Map?
It is visually interactive with clients and easy for clients to comprehend. Review collected by and hosted on G2.com.
What do you dislike about Asset-Map?
Your only option is to put a flat expected return and only option is to check if that asset is expected to return that amount. For example, I have a client with a CD worth 600,000. I should be able to in put the rate for the CD in. Although it is not going to return the same as his other invested assets with us, it is still a part of his financial picture and a part of his retirement. Review collected by and hosted on G2.com.