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Financial Technology Year

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Asset-Map

from Asset-Map

A visual financial planning platform that organizes client financial information including assets and liabilities, enabling real-time updates and delivery of relevant financial advice. Supports comprehensive financial planning for retirement, tax, estate, and cash flow planning.
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Category: Financial Planning Software
in: Wealth Management
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.

Asset-Map


Category: Financial Planning Tools
in: Wealth Management
Solutions that support comprehensive financial planning for clients, including retirement, tax, estate, and cash flow planning.

Asset-Map


Category: Estate Planning Tools
in: Financial Planning
Software for modeling estate tax scenarios, trust planning, charitable giving strategies, and intergenerational wealth transfer planning.

Asset-Map


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