G2

Dr. Amanda B.

Small-Business (50 or fewer emp.)

9/18/2026

"Essential Tool for Retirement Income Planners"

5/5

What do you like best about Asset-Map?

I like how Asset-Map is easy to use with a very nice visual presentation that my clients appreciate. My clients love that they can see everything organized in one place and receive a report that aids their ongoing planning. The features like visual representation and simple report generation make the planning and suitability process really easy for me as an insurance agent and retirement income planner. I've noticed that many clients mention other advisers don't provide tools like these to help them understand their financial picture. Also, the initial setup was easy, and the simple design works great with my system. Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

I would really like it if Asset-Map had a feature for Roth conversion that separated Roth funds from tax-deferred funds under retirement assets. Review collected by and hosted on G2.com.

What problems is Asset-Map solving and how is that benefiting you?

Asset-Map gives a visual representation of clients' financial pictures, helping me build rapport quickly ad we go through it together during our first meeting over Zoom. It organizes assets, aids in planning, and simplifies my processes like the suitability procedure. Clients appreciate seeing everything organized and having meaningful conversations during their first meeting. Review collected by and hosted on G2.com.