Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Avoid relying on generic tools and instead enhance your technology framework with consumer analytics that are recognized as industry standards and capable of propelling your business forward. Make use of analytics tailored specifically for the real estate sector to gain insights into who is relocating and the timing of their moves. This revolves around significant life changes and expert analysis of the behaviors associated with the moving process. Gaining a deeper understanding of your audience will positively influence every facet of your business operations. Embrace a data-driven approach and flourish with our specialized analytics program designed exclusively for the real estate industry. Discover vital information about your prospects and customers, including factors such as home value, household size, whether they are renters or buyers, income levels, household composition, age, gender, and more. Additionally, delve into a comprehensive understanding of your audience’s financial landscape, covering aspects like health considerations, household savings, net worth, discretionary income, types of mortgages, loan categories, and investment strategies. By leveraging this wealth of information, you can make informed decisions that drive growth and success.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

MoneyGuide Yes 
Nitrogen Yes 
Orion Yes 
Redtail CRM Yes 
Riskalyze Yes 
SmartOffice Yes 
Wealthbox Yes 

Integrations

MoneyGuide No 
Nitrogen No 
Orion No 
Redtail CRM No 
Riskalyze No 
SmartOffice No 
Wealthbox No 

Pricing Details

$94 per month
Free Trial No 
Free Version No 

Pricing Details

$150 per month
Free Trial Yes 
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) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Asset-Map

Founded

2008

Country

United States

Website

www.asset-map.com

Vendor Details

Company Name

Audience Town

Country

United States

Website

www.audiencetown.com

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 

Product Features

Alternatives

Alternatives

BatchLeads Reviews

BatchLeads

BatchService
eMoney Reviews

eMoney

eMoney Advisor
Matrixian Reviews

Matrixian

Matrixian Group