Alison Susko
Director Of Partnerships at Asset-Map
Last Updated:
August 08, 2020
Johnstown, Pennsylvania, United States
Contact Information
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Company Information

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.
Location

111 S Independence Mall E, Philadelphia, Pennsylvania, United States, 19106

Contact Number

(888) 664-8850

No. of Employees

25

Revenue

$7M

Social Links

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Keywords

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

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