Average Ratings 0 Ratings
Average Ratings 845 Ratings
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.
Description
Since 1995, SurePayroll has been a leader in online payroll services for small businesses across the country. SurePayroll was the first SaaS payroll provider. It has since grown to be a household name in simple payroll, workers' compensation, and 401(k), as well as health insurance services. The company is backed by an award-winning U.S.-based customer service team. SurePayroll recently added HR services to its solution portfolio. SurePayroll is a trusted partner for a wide range of businesses, trusted advisors, and financial institutions, and offers co-branded and private-label solutions.
API Access
Has API
No
API Access
Has API
No
Integrations
ARBA Retail Systems
No
Easy Time Clock
No
Emtrain
No
Finch
No
Homebase
No
NOVAtime
No
Nitrogen
Yes
Orion
Yes
PayClock
No
Redtail CRM
Yes
Integrations
ARBA Retail Systems
Yes
Easy Time Clock
Yes
Emtrain
Yes
Finch
Yes
Homebase
Yes
NOVAtime
Yes
Nitrogen
No
Orion
No
PayClock
Yes
Redtail CRM
No
Pricing Details
$94 per month
Free Trial
No
Free Version
No
Pricing Details
$19.99/user/month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Asset-Map
Founded
2008
Country
United States
Website
www.asset-map.com
Vendor Details
Company Name
SurePayroll
Founded
2000
Country
United States
Website
www.surepayroll.com
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
Yes
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
Yes
Government
No
Multi-Currency
No
Nonprofits
Yes
Payroll Management
Yes
Project Accounting
No
Purchase Orders
No
Tax Management
Yes
Benefits Administration
COBRA Administration
No
Claims Management
No
Deduction Management
No
Disability Insurance Administration
No
Employee Benefits Administration
Yes
FMLA Administration
No
FSA Administration
No
Flexible Spending Accounts
No
For Brokers
No
For Employers
No
HIPAA Compliant
No
Health Insurance Administration
Yes
Life Insurance Administration
No
Online Benefits Enrollment
No
Premium Billing
No
Provider Management
No
Retiree Administration
No
Retirement Plan Management
Yes
Human Resources
360 Degree Feedback
No
Applicant Tracking
Yes
Attendance Management
Yes
Benefits Management
Yes
Career Development Planning
No
Compensation Management
Yes
Compliance Management
No
Employee Database
No
Employee Lifecycle Management
No
Onboarding
No
Payroll Management
Yes
Performance Management
No
Recruiting Management
No
Self Service Portal
Yes
Succession Planning
No
Time & Attendance Management
Yes
Time Off Management
Yes
Timesheets
Yes
Training Management
No
Payroll
401(k) Tracking
Yes
Attendance Management
Yes
Benefits Management
Yes
Check Printing
No
Compensation Management
Yes
Deductions Management
No
Direct Deposit
Yes
Multi-Country
No
Multi-State
Yes
Reporting/Analytics
Yes
Self Service Portal
Yes
Tax Compliance
Yes
Vacation / Leave Tracking
Yes
W-2 and 1099 Preparation
Yes
Wage Garnishment
No
Workforce Management
Budgeting & Forecasting
No
Contractor Management
No
Employee Lifecycle Management
No
Labor Projection
No
Performance Appraisal
No
Recruiting Management
No
Scheduling
No
Skills Tracking
No
Time & Attendance
Yes
Variable Workforce
No
