Vendor
Asset-Map
Asset-Map is a visual-first planning platform designed to simplify financial planning conversations for advisors and their clients.
George Town, KY
Official websiteSector footprint
One company, every side of the market
WealthThis site
Asset-Map
Asset-Map is a visual-first planning platform designed to simplify financial planning conversations for advisors and their clients.
Capability matrix
| Capability | Asset-Map |
|---|---|
| Advice Engagement | ● |
| Client Portal | ● |
| Comprehensive Planning | ● |
| Portfolio Management | ● |
Parent organization
Asset-Map
Founded
2009
Scale
1 sector presence