Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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