Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
We are currently immersed in an era characterized by an overwhelming volume of data. However, simply having access to data does not ensure that organizations can derive meaningful insights for informed strategic choices. It requires thoughtful interpretation, sound judgment, and the right actions taken throughout the process to convert raw numbers into actionable results.
This understanding led to the creation of AskSOBI.
AskSOBI is an advanced Decision Intelligence platform powered by AI, designed to enhance your decision-making process by making it smarter, quicker, and providing support at each step along the way. Our goal was to transcend traditional business intelligence and enter the realm of decision intelligence—a form of intelligence that empowers you to transform uncertainty into clarity.
While conventional BI informs you of past events, AskSOBI takes it a step further by enabling you to explore critical questions such as:
• What caused it to occur?
• What shifts are currently taking place?
• What potential risks or opportunities may arise?
• What actions should be taken moving forward?
Engaging in advisory services typically yields significantly higher profit margins compared to compliance tasks, yet it is complex, labor-intensive, and challenging to expand. This is why accounting professionals rely on AskSOBI to streamline advisory processes, making them more organized and easily scalable, ultimately enhancing their service offerings.
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
Screenshots View All
No images available
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
No price information available.
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
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
AskSOBI
Country
Ireland
Website
www.asksobi.com
Vendor Details
Company Name
Asset-Map
Founded
2008
Country
United States
Website
www.asset-map.com
Product Features
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