Asset-Map
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Product Overview
Asset-Map Overview
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Category-Based Capabilities
Asset-Map Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Financial Management Software 15 selected features Open category ↗ ⌄
Tax Management
Financial Reporting
Data Visualization
Financial Analysis
Compliance Management
Bank Reconciliation
Consolidation/Roll-Up
Dashboard Creation
Budgeting/Forecasting
Revenue Recognition
Cash Management
Accounting
Investment Management
Real-Time Data
Data Import/Export
Pricing Information
Asset-Map Pricing
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Frequently Asked Questions
Asset-Map FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
Asset-Map is an innovative financial management software designed to help financial advisors and institutions create visual financial plans for their clients. By providing an intuitive, easy-to-read map of a client’s financial situation, Asset-Map enables advisors to quickly identify gaps, risks, and opportunities in their clients’ portfolios. The platform allows for the seamless integration of a wide range of financial data, including investments, insurance policies, debts, and assets, creating a comprehensive overview of a client’s financial health. Asset-Map’s visual approach helps clients better understand their financial plans and take an active role in managing their wealth. The software also includes collaboration features, allowing advisors to work closely with clients and update plans in real-time. With advanced analytics, Asset-Map helps financial professionals identify strategies to optimize clients’ financial outcomes, reduce taxes, and meet long-term financial goals. Asset-Map is an invaluable tool for financial advisors seeking to offer personalized, data-driven advice.
- No, Asset-Map does not offer a free version.
- Yes, Asset-Map offers a free trial.
- No, Credit Card details are not required for the Asset-Map trial.
- No, Asset-Map does not offer an API.
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Asset-Map supports the following languages:
- English
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Following are the typical users of the Asset-Map:
- Self-Employed , Small-Business , Midsize-Business
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Asset-Map supports the following deployment:
- Cloud Hosted
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Asset-Map supports the following devices and operating systems:
- Web-Based
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