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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

ImpaQt plus serves as a comprehensive, stand-alone solution tailored for private banking institutions, encompassing the full advisory workflow from client assessment and portfolio development to pre-trade suitability evaluations, portfolio analysis, reporting, and trade execution. This innovative tool acts as an essential resource for client advisors striving for success. Our adaptable offerings cater to the diverse needs of organizations spanning nearly every sector. With over 250 completed projects across various industries, we have established ourselves as a reliable leader in tackling complex challenges, delivering technology that scales effectively and yields tangible benefits for our clients. Experience firsthand the reasons behind our clients' satisfaction and their continued loyalty. In the digital age, unlocking growth potential is paramount, and both speed and sophistication are critical. In the fiercely competitive landscape of today, we take pride in our ability to offer some of the fastest and most advanced algorithms available, not just in Europe but globally, ensuring our clients remain at the forefront of innovation. Our commitment to excellence sets a benchmark for the industry, reflecting our dedication to continuous improvement and client 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

No price information available.
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) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
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 Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Asset-Map

Founded

2008

Country

United States

Website

www.asset-map.com

Vendor Details

Company Name

swissQuant

Country

Switzerland

Website

www.swissquant.com/en/all-products/

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

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 

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