Asset-Map - Philadelphia, Pennsylvania

Asset-Map: A Leading Financial Planning Software Solution

For professionals seeking to streamline their financial planning processes and deliver sophisticated insights to clients, Asset-Map presents a compelling solution. Located at Address: 225 Arch St First Floor, Philadelphia, PA 19106, and reachable at Phone: 8886648850, Asset-Map offers a comprehensive software platform designed to enhance efficiency and client understanding. The company’s website, Website: asset-map.com, serves as a central hub for accessing detailed information about their offerings and capabilities.

Specialties and Core Functionality

Asset-Map is a software company specializing in creating intuitive and powerful financial planning tools. Their core competency lies in providing a single-source solution for a wide range of financial planning needs, including portfolio analysis, retirement planning, and estate planning. The platform is renowned for its ease of use, allowing users to quickly and efficiently input client data and generate insightful reports. A key differentiator is their dedication to presenting complex financial information in a clear and accessible manner for both advisors and clients. The software's architecture is built around a principle of simplification, moving away from cumbersome interfaces and toward a more streamlined workflow. Users consistently praise the platform's ability to translate intricate financial concepts into understandable summaries.

Key Features and Benefits

• Comprehensive Financial Planning Tools: Asset-Map provides tools for modeling various financial scenarios, projecting future outcomes, and assessing risk tolerance.
• Single-Page Balance Sheet and Income Summary: A standout feature is the ability to generate a consolidated, one-page view of a client’s financial position, offering a clear and concise overview of their assets, liabilities, and income. This feature is particularly valued for its simplicity and effectiveness in communicating complex financial data.
• Portfolio Analysis Capabilities: The platform allows advisors to analyze client portfolios, identify potential weaknesses, and recommend adjustments to optimize performance.
• Retirement Planning Tools: Asset-Map includes robust retirement planning tools, enabling advisors to project retirement income, assess funding needs, and develop customized retirement strategies.
• Estate Planning Support: The software supports estate planning by facilitating the creation of estate tax projections and helping advisors guide clients through the complexities of estate planning.
• Data Integration: It seamlessly integrates with various data sources, ensuring accurate and up-to-date information.

Location and Accessibility

Asset-Map’s headquarters are strategically located in the heart of Philadelphia, Pennsylvania. The office is designed to foster collaboration and innovation, and is equipped with the latest technology. Furthermore, the office is committed to accessibility, featuring a wheelchair accessible entrance and a wheelchair accessible parking lot, ensuring that individuals with mobility limitations can easily access the facility. This commitment to inclusivity demonstrates a dedication to serving a diverse clientele.

Client Feedback and Reputation

The company has garnered significant positive feedback from its users, as evidenced by 23 reviews on Google My Business. The average opinion is 4.8/5, reflecting a consistently high level of satisfaction. Users frequently highlight the software’s intuitive design, powerful analytical capabilities, and its ability to bridge the communication gap between advisors and clients. Many reviewers emphasize the platform’s simplicity and ease of use, praising its ability to quickly generate insightful reports and presentations. The software's ability to distill complex financial data into understandable summaries is a recurring theme in the positive feedback received. It’s clear that Asset-Map has established a strong reputation for providing a valuable and user-friendly financial planning solution.

Additional Points of Interest

Beyond its core functionality and accessibility features, Asset-Map represents a modern approach to financial planning software. The platform’s emphasis on simplicity and clarity distinguishes it from more complex alternatives. The dedicated customer support team is consistently praised for its responsiveness and helpfulness. Asset-Map continues to invest in research and development, constantly seeking ways to enhance its platform and meet the evolving needs of its clients. They are committed to providing a best-in-class experience, making it a valuable asset for financial advisors looking to elevate their practice.

👍 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.