Asset-Map
Thousands of financial advisors utilize Asset-Map to transform their planning conversations through striking visual representations. This innovative tool enables clients to easily understand their financial situations, fostering trust and facilitating informed decision-making. With over $1.4 trillion in financial instruments mapped, it empowers advisors to track priorities and engage effectively.
Top Asset-Map Alternatives
Allvue
Allvue's Credit Research Solutions empower private equity and venture capital managers, alongside private debt and CLO professionals, with integrated, cloud-based tools designed to streamline fund operations.
Capbase
Startups can swiftly set up their companies in just five minutes with a platform designed to streamline essential processes such as incorporation, equity issuance, and compliance management.
Blueleaf
This wealth management software seamlessly integrates reporting, billing, and rebalancing tools, enhancing client engagement and simplifying operations for financial advisors.
Farther
Empowering advisors to thrive, this platform enables wealth management professionals to focus on client relationships while eliminating time-consuming administrative tasks.
Wealth-Data
Investment Management Software streamlines the process of turning backtested trading strategies into fully automated trading bots.
InvestorFX
InvestorFX offers a robust subscription-based SaaS platform designed for efficient currency trading and risk management.
Visible Alpha Insights
With contributions from over 250 brokers covering 7,000+ companies, it offers raw sell-side models for...
Novus Investment Manager Solutions
Its intuitive interface facilitates real-time communication of insights, while automated reporting enhances internal efficiency...
FlexTrade
This platform seamlessly integrates tailored workflows, enhancing performance for both buy-side and sell-side traders...
Seraf
Users can effortlessly track capital commitments, update valuations, and generate insightful reports for stakeholders...
Enfusion
By centralizing data, it enhances operational efficiency, allowing asset managers and hedge funds to focus...
FIN
With real-time location updates, service notifications based on mileage, and backup battery support, it keeps...
NaviPlan
It streamlines investment strategies, enhances client engagement, and delivers precise financial planning tools tailored for...
Advisor Desk
By automating repetitive tasks and integrating essential tools, it enhances client communications, improves targeting, and...
iCapital Network
It provides essential tools for portfolio analytics, transaction processing, and client reporting, while also facilitating...
Top Asset-Map Features
- Visual financial planning tools
- Interactive Target-Maps
- Real-time financial insights
- Comprehensive household mapping
- Fast image processing technology
- Clear graphical financial layout
- Advisor-client collaboration features
- Progress tracking for financial goals
- Intuitive search and filtering
- Financial priority definition
- Client engagement enhancement
- Visual representation of assets
- Simplified financial discussions
- Data-driven decision making
- Enhanced client trust building
- Financial instrument integration
- Customizable financial reports
- Holistic financial picture
- Award-winning design approach
- User-friendly interface
