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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Promoting financial wellness is crucial for both your employees' well-being and the overall success of your organization. By offering a complimentary benefit that aids employees in achieving their financial objectives, alleviating stress, and boosting their productivity, you create a positive work environment. When individuals feel secure in their finances, they are less likely to be impacted by small emergencies or unexpected costs. Enhancing their knowledge about budgeting strategies fosters healthier financial habits and continuous progress. Employees burdened by financial worries tend to be less effective and often face greater financial difficulties compared to their peers. We will facilitate informative sessions directly at your workplace, allowing you to select from a diverse array of financial topics while we coordinate a schedule that fits your business needs. These sessions will provide practical guidance for embarking on the journey to financial wellness, along with ongoing alerts and insights to ensure they remain on track. Understanding that this is a continuous process, we are committed to supporting them throughout every phase of their financial journey. Additionally, fostering a culture of financial literacy can lead to higher employee retention and satisfaction.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

MoneyGuidePro
Nitrogen
Obol
Orion
Redtail CRM
Riskalyze
SmartOffice
Wealthbox

Integrations

MoneyGuidePro
Nitrogen
Obol
Orion
Redtail CRM
Riskalyze
SmartOffice
Wealthbox

Pricing Details

$94 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Asset-Map

Founded

2008

Country

United States

Website

www.asset-map.com

Vendor Details

Company Name

KeyBank

Founded

1849

Country

United States

Website

www.key.com/small-business/services/payroll-and-employee-benefits/key-at-work.jsp

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

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