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Asset-Map Review

3

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Very good

Revainrating 4.5 out of 5  
Rating 
4.7
HR, Financial Wellness

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Description of Asset-Map

Asset-Map combines design thinking and personal finance to produce graphically-rich Asset-Maps that display a client’s complete financial picture with clarity. Using Asset-Map with a client is proven to strengthen the advisor/client relationship, drive compliance, increase engagement, uncover opportunities and ultimately improve planning for the future.

Reviews

Global ratings 3
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Type of review

Revainrating 5 out of 5

Visualization tool that makes investing easier and more accessible

The ability of this software is great, it helps me visualize my clients portfolio in such an easy way! I can't think about anything i dislike very much either because everything seems perfect so far. This program has helped many people understand their finances better by visualizing them easily through asset maps or graphs etc., It's also helpful for those who have no idea how they should manage money as well since there are tips available which will help you know what your budget needs to be…

Pros
  • Everything that relates with mapping assets (e.g real estate) within one account/client makes understanding our financial situation easier than ever before!! And when we make mistakes while using AMC app then its really good thing too..it offers us feedbacks along the steps.which actually serves pretty valuable purpose!!! There was absolutely nothing wrong here except maybe if something more could've been added
Cons
  • Some cons

Revainrating 4 out of 5

Very useful resource if your looking into building better tech tools

I like how easy it is for anyone without a lot of training to use asset mapping software, or any kind of tool in general really. You can learn so much from simple tutorials (like this one) as opposed to having an experienced engineer walk you through every step. It's also pretty cool being able to see things in such clear detail, which doesn't happen very often these days. Honestly, nothing at all right now. Sometimes there are minor glitches when using certain products, but those problems seem

Pros
  • Easy interface with minimal steps required.
  • Very helpful tutorial videos available online if needed before starting out fully working your way around product features etc.! Great community support too!! :)
Cons
  • Some areas still need work / better optimization
  • Occasional bugs/glitchy moments

Revainrating 5 out of 5

Asset Map - A must try financial management tool

The best thing about asset map is its simplicity of use, it's very user friendly software which makes your life easy by giving you all information in one place without having to go through different tabs or pages for each item. I don't think there are any downsides as such but if i were to mention anything then maybe this would be the lack of customization options available within the product itself. So far so good no complaints at least not yet! It has helped me organize my finances better…

Pros
  • Simplicity
  • There really isn’t much setup required
  • Customizable layout; Easy changes can made with minimal effort.
  • Multiple ways that data input via excel file uploads too
  • Many reporting features (for users) offered from standard dashboard views &
Cons
  • There are nuances