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