Overview

Asset-Map

Information by TrustFinance researcher

http://www.asset-map.com
Asset-Map is a platform used by financial professionals and their firms to help visualize their client households' composition and financial decisions. It is used as an engagement experience for delivering financial guidance in conjunction with complementary advisor tools for in-person, digital and remote experiences.
Founded in
United States

United States


Industry

    Financial

  • InsurancePRIMARY
  • Other Service

    Technology

  • Software Development