Average Ratings 7 Ratings
Average Ratings 0 Ratings
Description
Create your own digital advisory board and effortlessly gather real-time insights from a vast pool of prominent executives via our online platform. No matter if you are an emerging start-up, a Fortune 500 corporation, or a department within a larger organization, you can tap into your advisory board to gain valuable feedback, forge connections, and receive input from a multitude of executives who will champion your business. We showcase your organization to our exclusive network of over 12,000 elite executives, connecting you with select individuals who express a desire to serve as advisors. These advisors share their expertise in return for the opportunity to be associated with your AdvisoryCloud. In just a few days, as opposed to months, you can begin to harness their insights. The advisors in our network are eager to support companies while also seeking the benefits of affiliation and the possibility of future financial opportunities, creating a mutually beneficial relationship. This approach not only enhances your business strategy but also opens doors to new avenues for growth and collaboration.
Description
We merge design thinking with personal finance to present a comprehensive view of a client's financial status with utmost clarity. Asset-Map, a recognized financial technology start-up situated in Philadelphia, PA, has attracted over a million users who collaborate with their advisors to achieve financial transparency. Additionally, our platform boasts mapping of over $1.4 trillion in financial instruments within Asset-Map. The report generated by Asset-Map organizes a household's entire financial situation into a clear and visually appealing format, enabling Advisors to leverage their expertise in real-time. Users can define crucial financial priorities for households and monitor their progress through interactive Target-Maps. The platform allows for intuitive searching and filtering across an entire advisory practice, ensuring that Advisors can prioritize households that require attention like never before. Take the step to schedule a demo today and become one of the many financial advisors empowering clients to understand their complete financial picture for more informed decision-making. By utilizing Asset-Map, advisors can enhance their ability to serve clients effectively while fostering stronger financial literacy.
API Access
Has API
No
API Access
Has API
No
Integrations
MoneyGuide
No
Nitrogen
No
Orion
No
Redtail CRM
No
Riskalyze
No
SmartOffice
No
Wealthbox
No
Integrations
MoneyGuide
Yes
Nitrogen
Yes
Orion
Yes
Redtail CRM
Yes
Riskalyze
Yes
SmartOffice
Yes
Wealthbox
Yes
Pricing Details
$2,995 per year
Free Trial
No
Free Version
No
Pricing Details
$94 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
AdvisoryCloud
Founded
2012
Country
United States
Website
www.advisorycloud.com/advisory-boards
Vendor Details
Company Name
Asset-Map
Founded
2008
Country
United States
Website
www.asset-map.com
Product Features
Board Management
Agenda Time Management
No
Approval Process Management
No
Board Assessment
No
Calendar Management
No
Collaboration
No
D&O Questionnaires
No
Document Management
No
Electronic Signature
No
For Nonprofits
No
Member Directory
No
Minutes Management
No
Polls / Voting
No
Role-Based Permissions
No
Roles and Terms
No
Single Sign On
No
Skills Tracking
No
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No