Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

We are currently immersed in an era characterized by an overwhelming volume of data. However, simply having access to data does not ensure that organizations can derive meaningful insights for informed strategic choices. It requires thoughtful interpretation, sound judgment, and the right actions taken throughout the process to convert raw numbers into actionable results. This understanding led to the creation of AskSOBI. AskSOBI is an advanced Decision Intelligence platform powered by AI, designed to enhance your decision-making process by making it smarter, quicker, and providing support at each step along the way. Our goal was to transcend traditional business intelligence and enter the realm of decision intelligence—a form of intelligence that empowers you to transform uncertainty into clarity. While conventional BI informs you of past events, AskSOBI takes it a step further by enabling you to explore critical questions such as: • What caused it to occur? • What shifts are currently taking place? • What potential risks or opportunities may arise? • What actions should be taken moving forward? Engaging in advisory services typically yields significantly higher profit margins compared to compliance tasks, yet it is complex, labor-intensive, and challenging to expand. This is why accounting professionals rely on AskSOBI to streamline advisory processes, making them more organized and easily scalable, ultimately enhancing their service offerings.

Description

We merge design thinking with personal finance to present a comprehensive view of a client's financial status with utmost clarity. Asset-Map, a recognized financial technology start-up situated in Philadelphia, PA, has attracted over a million users who collaborate with their advisors to achieve financial transparency. Additionally, our platform boasts mapping of over $1.4 trillion in financial instruments within Asset-Map. The report generated by Asset-Map organizes a household's entire financial situation into a clear and visually appealing format, enabling Advisors to leverage their expertise in real-time. Users can define crucial financial priorities for households and monitor their progress through interactive Target-Maps. The platform allows for intuitive searching and filtering across an entire advisory practice, ensuring that Advisors can prioritize households that require attention like never before. Take the step to schedule a demo today and become one of the many financial advisors empowering clients to understand their complete financial picture for more informed decision-making. By utilizing Asset-Map, advisors can enhance their ability to serve clients effectively while fostering stronger financial literacy.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

MoneyGuide
Nitrogen
Orion
Redtail CRM
Riskalyze
SmartOffice
Wealthbox

Integrations

MoneyGuide
Nitrogen
Orion
Redtail CRM
Riskalyze
SmartOffice
Wealthbox

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$94 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AskSOBI

Country

Ireland

Website

www.asksobi.com

Vendor Details

Company Name

Asset-Map

Founded

2008

Country

United States

Website

www.asset-map.com

Product Features

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Alternatives

Alternatives

eMoney Reviews

eMoney

eMoney Advisor