Asset-Map - INSART

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Asset-Map

College Planning, Financial Planning, Retirement Planning

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About

Asset-Map is an award-winning financial tech start-up based in Philadelphia, PA. Through Asset-Map, advisors are able to see such data in a picture-based financial plan that uses a single graphic. It includes a target map to determine the level of funding necessary for a client to meet goals, as well as alerts advisors to problems with the financial plan that may need to be addressed.

Contacts

https://www.asset-map.com/

Support@asset-map.com

https://www.facebook.com/AssetMapPlatform

https://www.linkedin.com/company/asset-map/

https://twitter.com/AssetMapLLC

Products / Services

Financial Planning
Education Planning
Retirement
Reporting

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Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 8

Partnership: 0

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Partnership: 0

Wealth Access

Account Aggregation

Wealth Access, a U.S.-based online wealth management technology platform, provides reporting solutions for the high net worth advisor and investor...

Integrations: 53

Partnership: 0

MoneyGuide | Envestnet

Financial Planning, Investment Research, Portfolio Management, Portfolio Reporting, Retirement Planning, Risk Profiling, TAMP, Tax Planning

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Integrations: 38

Partnership: 0

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Partnership

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