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
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
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