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Asset-Map
computer software
Phone
(888) 664-8850
Employees
25
Headquarters
111 S Independence Mall E, Philadelphia, Pennsylvania, United States, 19106
Headquarters
111 S Independence Mall E, Philadelphia, Pennsylvania, United States, 19106
advisorclient communications, client profiling tool, client & book of business metric reporting, know your customer, advisor sales & review process, cloudbased solutions, computer software, financial services, insurance, fintech, information technology & services, finance, finance technology, enterprise software
About Asset-Map

Asset-Map® has been developed by financial advisors working with clients from all backgrounds of financial acumen. One of the biggest challenges facing Americans today is the responsibility to make the best fin...
Asset-Map® has been developed by financial advisors working with clients from all backgrounds of financial acumen. One of the biggest challenges facing Americans today is the responsibility to make the best financial decisions for both them and their family with the unfortunate circumstance of having little education or guidance to make good decisions. Since the fundamental component of education is relating what we don't know to what we do know, Asset-Map® is geared around helping advisors answer the following client questions by simplifying their communication to single-page representative diagrams: What are my assets? Where are they? What do they mean to me relative to my goals? In an attempt to serve client needs by helping them to understand the context of the conversation, Asset-Map, LLC. and its suite of technologies, meets the consistent gap which stifles financial progress. Asset-Map Platform is a process by which clients can finally understand their financial structure in relation to their goals. By framing this conversation, Asset-Map helps clients become more proficient in meeting them.
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Contacts at Asset-Map

CEO and Founder
Board Member
Account Manager
Growth & Success
Client Success Specialist
Account Manager
Sr QA Engineer
Customer Success Advisor
VP of Marketing
Strategic Communications Consultant
Notable Alumni

Business Development, (Enterprise Sales | Strategic Accounts) - Dataminr

Data Engineer - Lori

Incoming Business Analyst - Capital One

Personal Finance Writer - Money and Flow

Director of Technology Operations, Co-founder - Instinct Science

Strategist - Fluyt

Marketing Associate Consultant - Piano

Incoming Management Consulting Analyst, Business and Analytics Advisors - World Wide Technology

Director of Product Management - Ellevest

Technologies Used

Route 53
Domain Name Services
Gmail
Email Providers
Google Apps
Other
MailChimp SPF
Other
Outlook
Email Providers
Microsoft Office 365
Other
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