Asset-Map

Asset-Map is a financial planning software company that provides a unique platform for financial advisors to visually organize and manage their clients' financial data. The company operates in the financial services market, specifically targeting financial advisors who require efficient tools to enhance client engagement and planning. Asset-Map's core product is a software that creates a comprehensive visual representation of a client's financial situation, allowing advisors to apply their expertise more effectively. The platform includes features such as interactive Target Maps, which help track financial priorities and progress. Asset-Map generates revenue through a subscription-based business model, offering various pricing tiers based on the number of clients and features required by the advisors. The company's high ratings in industry surveys reflect its strong reputation and effectiveness in the market.

Keywords: financial planning, client engagement, visual organization, financial advisors, Target Maps, subscription model, financial data, advisor tools, market reputation, financial services.