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Fintech Integration Marketplace / Wealth Management / Financial Planning

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Asset-Map

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.

Website

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

Contacts

Support@asset-map.com

https://www.facebook.com/AssetMapPlatform

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

https://twitter.com/AssetMapLLC

Asset-Map
  • Financial Planning
  • Education Planning
  • Retirement
  • Reporting
Asset-Map

Companies that integrate with Asset-Map

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

AI Labs
AI Labs
AI Labs develops FinTech solutions that help financial advisors improve the way they work with their clients
#Account Aggregation #Financial Planning #Portfolio Reporting
Black Diamond
Black Diamond | Advent | SS&C
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.
#Portfolio Management #Billing #Rebalancing #Portfolio Reporting #Tax Planning
MoneyGuide | Envestnet
MoneyGuide | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Risk Profiling #Portfolio Management #Investment Research #Retirement Planning #Portfolio Reporting #Tax Planning
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
#Portfolio Management #Billing #Financial Planning #Rebalancing #Trading #TAMP #Portfolio Reporting
PreciseFP
PreciseFP
PreciseFP is an automated engagement and onboarding platform that enables you to gather, store and securely distribute client information online
#Risk Profiling #Analytics #Compliance #Financial Planning #Document Management
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM
Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
#Risk Profiling #Analytics #Rebalancing #Trading #Portfolio Management #Proposal Generation
SmartOffice Ebix
SmartOffice | Ebix
SmartOffice is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities that drive better business decisions, and create a customer-centric environment that helps increase sales revenue.
#CRM
TD Ameritrade
VEO One | TD Ameritrade
TD Ameritrade Veo One is a trading platform which gives users an integrated vision of their activity and asset positions.
#Custodial Platforms
Wealth Access
Wealth Access
Wealth Access is one of the industry’s largest independent personal financial management and account aggregation platform
#Account Aggregation

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Asset-Map

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