Asset-Map

Product Type:

FINANCIAL PLANNING TOOL  | CLIENT PORTAL TOOL 

A visual financial communication tool that helps financial professionals spark meaningful conversation with clients and efficiently illustrate their complete financial landscape.

Integration:

Redtail Financials, Riskalyze, Orion

Pricing:

$129/user monthly, 10% annual discount.

Free Trial Available?:

Yes

Created By:

Asset-Map, LLC.

CONTACT:

PHONE: 888-664-8850×1

E-mail: [email protected]