Asset-Map - Philadelphia, Pennsylvania

Introducing Asset-Map: A Comprehensive Financial Planning Software

Asset-Map is a cutting-edge financial planning software that offers a range of powerful features to help users create and manage their financial plans effectively. With its intuitive interface and easy-to-use tools, Asset-Map has become a favorite among financial professionals and their clients alike.

Address: 225 Arch St First Floor, Philadelphia, PA 19106, United States.
Phone: 8886648850
Website: asset-map.com

About Asset-Map

Asset-Map specializes in providing software solutions for financial planning and wealth management. Their focus on creating user-friendly tools has made them a trusted name in the industry. With their headquarters located at 225 Arch St First Floor, Philadelphia, PA 19106, United States, and a dedicated support team available at 8886648850, they are committed to assisting clients in achieving their financial goals.

The company's website, asset-map.com, offers comprehensive information on their services, pricing, and success stories. Asset-Map is known for its wheelchair-accessible facilities, ensuring that their services are inclusive and accessible to all.

Specialties and Features

• Intuitive financial planning software
• Easy data input and management
• Precise planning capabilities
• User-friendly interface for clients
• One-page balance sheet and income summary

Client Reviews and Testimonials

Asset-Map has garnered a strong reputation among its clients, with a 4.8/5 average rating based on 23 reviews on Google My Business. One satisfied client noted, "This is the most concise and intuitive financial planning software I’ve used. The planning capabilities are excellent and easy for clients to understand." Another client praised the software's balance sheet and income summary, stating that they are "sophisticated yet simple for clients to understand." These testimonials highlight the software's effectiveness and user-friendliness, making it a top choice for financial professionals and their clients.

Conclusion

In conclusion, Asset-Map is a leading software company that offers exceptional financial planning tools to help users achieve their financial goals. With its user-friendly interface, powerful features, and commitment to accessibility, Asset-Map has earned a stellar reputation in the industry. For anyone seeking a reliable and comprehensive financial planning software, Asset-Map is undoubtedly a top choice.Visit their website at asset-map.com to learn more about their services and how they can help you achieve financial success.

👍 Reviews of Asset-Map

Michael G.

5/5

This is the most concise and intuitive financial planning software I’ve used. Inputting data is easy. The planning capabilities are excellent and easy for clients to understand. And the one page balance sheet and income summary are sophisticated yet simple for clients to understand.

Derek N.

5/5

As both a practicing financial advisor/CFP and fintech CEO I am really impressed with the Asset Map solution! Human beings have communicated visually for many thousands of years, Asset Map is helping us simplify and visualize our entire financial life in one place, making it much easier to understand and adjust as needed. I highly recommend this product for consumers and advisors alike!

Kristopher G.

5/5

It's such an integral part of my practice that I could not live without it. Asset-Map has helped me build a world-class, repeatable, interactive process with my clients while allowing me to scale exponentially.

Jeffrey W.

5/5

Changed my financial planning and investment advisory practice! I use AssetMap for 100% of my clients, whether I manage $50,000,000 or $50,000. My clients want to see the AssetMap more than the investment reports. Who would have guessed!

Mark D.

5/5

Asset Map is a true "Game Changer" for financial services representatives and their clients. I have been a user for over 5 years and would never use any other platform.

Jack B.

5/5

finally a simple way to help clients build, retain, and distribute assets vs. getting into the weeds too deep. Love using their technology and getting out of the depths of confusion

Joshua T.

5/5

Had a scheduled meeting that was missed (which I later found out was due to an internet outage), initially gave 2 stars but they contacted me within 24 hours and provided great customer service.

Ryan K.

2/5

Their contract traps you which overshadows the unique program they offer.
Asset Map does some simples things quite well yet most agree that it is far too expensive for the value received.