Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Broker-dealers
Target firm size
- Mid-Size
- Small
- Solo
Product Description
Product Positioning
Visual financial planning tool mapping a household's complete financial picture for advisor-client conversations.
Description
Asset-Map provides a visual planning tool that maps a household's accounts, insurance, and liabilities onto a single diagram, helping advisors lead client conversations and surface gaps during meetings.
Integrations
Asset-Map has 13 integrations in our directory
Search below to find what you're looking for
- Addepar Level 3
- Black Diamond Level 3
- ByAllAccounts Level 2
- G-Suite Level 4
- Goal Bridge Level 3
- MoneyGuide Level 3
- Morningstar Office Level 3
- Nitrogen Wealth Level 3
- Orion Compliance Level 3
- PreciseFP Level 4
- Redtail Level 3
- SmartOffice Level 3
- Wealthbox Level 3
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic Penetration Testing (aka PEN tests)
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth, SAML 2.0, HTTPS, ID/PW
Data refreshed live via API
Yes
Developer portal exists
No
Developer sandbox URL
No
