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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
Nudge merges financial literacy with customized, timely, and impartial suggestions to guide individuals toward achieving financial success. It aims to empower users to seize financial opportunities, address monetary challenges, and simplify money management, making it an accessible tool for all. As the premier platform for financial well-being globally, nudge utilizes advanced technology that incorporates news, data, and insights from behavioral psychology. Committed to impartiality, nudge operates without any hidden motives, catering to employees, clients, and members alike. Over 100 esteemed organizations, regardless of size, leverage nudge to support their workforce in realizing their aspirations and steering clear of financial pitfalls. The effectiveness of nudge in enhancing and supporting existing reward systems is well-documented. Moreover, financial well-being is an ongoing journey that requires continuous education and adaptation to thrive. By fostering a culture of financial awareness, nudge helps individuals build a more secure and prosperous future.
API Access
Has API
API Access
Has API
Integrations
MoneyGuidePro
Nitrogen
Orion
Redtail CRM
Riskalyze
SmartOffice
Wealthbox
Integrations
MoneyGuidePro
Nitrogen
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
nudge
Founded
2013
Country
United Kingdom
Website
www.nudge-global.com
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