Asset-Map
Curated by SignalWealth management software providing financial clarity through graphical layouts.
Overview
Asset-Map is a wealth management software suite aimed at improving the operations of financial advisors and wealth managers. The platform incorporates various fintech tools, such as financial planning technology, interactive Target-Maps, and a graphical representation of household finances. It employs AI and machine learning to provide predictive analytics that may assist in optimizing investment strategies and enhancing client engagement. The platform includes secure data aggregation and compliance features, which aim to provide a comprehensive view of client finances and facilitate integration with external financial services through APIs. Targeted at financial advisors and their clients, Asset-Map seeks to address the need for financial clarity and visualization in advisory services.
Key facts
- Founded
- 2008
- Headquarters
- Philadelphia, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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Contact
- Primary office
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- Phone
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