About Asset-Map

Asset-Map provides a visual financial mapping software that enables financial advisors to create interactive, holistic representations of their clients' financial situations. This approach enhances client comprehension and facilitates informed decision-making, addressing the challenge of complex financial data interpretation.

```xml <problem> Financial advisors often struggle to effectively communicate complex financial information to their clients, leading to misunderstandings and hindering informed decision-making. Traditional methods of presenting financial data can be overwhelming and difficult for clients to grasp, resulting in disengagement and a lack of confidence in their financial plans. </problem> <solution> Asset-Map provides financial advisors with a visual-first software platform to create easily understandable, interactive representations of a client's financial situation. The platform generates a clear, holistic view of a household's financial assets, liabilities, cash flows, and insurance policies, enabling advisors to quickly identify gaps and opportunities. By presenting financial data in a visual format, Asset-Map promotes client engagement, facilitates more productive conversations, and empowers clients to make informed decisions. The platform streamlines data collection, allowing advisors to create visual Asset-Map reports in minutes, and offers tools to overlay peer data and expedite goal-based conversations. </solution> <features> - Visual Asset-Map Reports displaying all household members, entities, financial assets, liabilities, cash-flows and insurance policies - Discovery Interview feature to streamline client data collection and create Asset-Map Reports quickly - Stencils to overlay common demographics and visualize peer financial pictures - Target-Maps to expedite goal-based conversations and address capital shortfalls - Signals feature to anticipate potential financial weak spots based on the Asset-Map Report - Client Portal providing secure on-demand access to Asset-Map Reports and financial summaries - Drafts allowing advisors to model potential changes without impacting original client data - Integrations with financial technology applications like Nitrogen, Orion, MoneyGuidePro, and Redtail CRM </features> <target_audience> Asset-Map primarily serves financial advisors, wealth managers, and financial professionals who seek to improve client communication, enhance engagement, and streamline the financial planning process. </target_audience> <revenue_model> Asset-Map offers tiered subscription plans, including Essentials, Professional, and Elite, with monthly or annual billing options, as well as custom pricing for firms with multiple advisors. </revenue_model> ```

What does Asset-Map do?

Where is Asset-Map located?

Asset-Map is based in Philadelphia, United States.

When was Asset-Map founded?

Asset-Map was founded in 2008.

How much funding has Asset-Map raised?

Asset-Map has raised 6000000.

Location

Philadelphia, United States

Founded

2008

Funding

6000000

Employees

43 employees

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Asset-Map

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Executive Summary

asset-map.com 10K+

Crunchbase

Founded 2008 – Philadelphia, United States

Funding

Estimated Funding

$5M+

Team (40+)

No team information available.

Company Description

Problem

Financial advisors often struggle to effectively communicate complex financial information to their clients, leading to misunderstandings and hindering informed decision-making. Traditional methods of presenting financial data can be overwhelming and difficult for clients to grasp, resulting in disengagement and a lack of confidence in their financial plans.

Solution

Asset-Map provides financial advisors with a visual-first software platform to create easily understandable, interactive representations of a client's financial situation. The platform generates a clear, holistic view of a household's financial assets, liabilities, cash flows, and insurance policies, enabling advisors to quickly identify gaps and opportunities. By presenting financial data in a visual format, Asset-Map promotes client engagement, facilitates more productive conversations, and empowers clients to make informed decisions. The platform streamlines data collection, allowing advisors to create visual Asset-Map reports in minutes, and offers tools to overlay peer data and expedite goal-based conversations.

Features

Visual Asset-Map Reports displaying all household members, entities, financial assets, liabilities, cash-flows and insurance policies

Discovery Interview feature to streamline client data collection and create Asset-Map Reports quickly

Stencils to overlay common demographics and visualize peer financial pictures

Target-Maps to expedite goal-based conversations and address capital shortfalls

Signals feature to anticipate potential financial weak spots based on the Asset-Map Report

Client Portal providing secure on-demand access to Asset-Map Reports and financial summaries

Drafts allowing advisors to model potential changes without impacting original client data

Integrations with financial technology applications like Nitrogen, Orion, MoneyGuidePro, and Redtail CRM

Target Audience

Asset-Map primarily serves financial advisors, wealth managers, and financial professionals who seek to improve client communication, enhance engagement, and streamline the financial planning process.

Revenue Model

Asset-Map offers tiered subscription plans, including Essentials, Professional, and Elite, with monthly or annual billing options, as well as custom pricing for firms with multiple advisors.