Average Ratings 0 Ratings
Average Ratings 0 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
Zenbase, a frontrunner in the realm of flexible rental payments, is dedicated to promoting economic inclusion that enhances financial empowerment for tenants. Our innovative solutions not only bolster the financial health of renters but also streamline operations for property managers, creating a win-win scenario. Typically, rent is expected to be paid on the first day of the month, which often does not coincide with the bi-monthly pay cycles of many individuals. We have addressed this mismatch and offer additional financial tools designed to create equal opportunities for all renters. Established with the aim of becoming a reliable ally in managing household finances, Zenbase strives to eradicate late fees and exploitative financing practices. In a time when socially responsible finance is more critical than ever, our mission resonates deeply with those seeking fairness in financial transactions. By prioritizing the needs of renters, we aim to reshape how housing payments are approached in a rapidly evolving financial landscape.
API Access
Has API
No
API Access
Has API
No
Integrations
MoneyGuide
Yes
Nitrogen
Yes
Orion
Yes
Redtail CRM
Yes
Riskalyze
Yes
SmartOffice
Yes
Wealthbox
Yes
Integrations
MoneyGuide
No
Nitrogen
No
Orion
No
Redtail CRM
No
Riskalyze
No
SmartOffice
No
Wealthbox
No
Pricing Details
$94 per month
Free Trial
No
Free Version
No
Pricing Details
$9.90 per month
Free Trial
No
Free Version
No
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
No
iPad App
No
Android App
No
Windows
No
Mac
No
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)
No
In Person
No
Vendor Details
Company Name
Asset-Map
Founded
2008
Country
United States
Website
www.asset-map.com
Vendor Details
Company Name
Zenbase
Founded
2021
Country
Canada
Website
myzenbase.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