SmartOffice Integrations

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.

When financial advisors openly address risk, investors feel more confident in making informed choices. The era of categorizing investors based solely on age-related assumptions is behind us. It is essential to prioritize the interests of investors and substantiate this through quantitative measures. By employing Risk Assessments, we can accurately determine an investor's desired level of risk, thereby dismantling outdated stereotypes that render traditional risk tolerance assessments ineffective. Utilizing a cutting-edge scientific framework, you can objectively establish an investor’s Risk Number® from anywhere, whether you’re in the same room or miles apart. Additionally, thorough portfolio analysis allows for a comprehensive evaluation of the current risk exposure of an investor, enabling better alignment with their financial goals. Ultimately, this approach leads to a more personalized investment strategy that reflects individual preferences and circumstances.

AWS Marketplace serves as a carefully organized digital platform that allows users to explore, buy, implement, and oversee third-party software, data products, and services seamlessly within the AWS environment. This marketplace offers a vast array of options spanning various categories, including security, machine learning, business applications, and DevOps tools. By featuring adaptable pricing structures like pay-as-you-go, annual subscriptions, and free trials, AWS Marketplace makes it easier for customers to manage procurement and billing by consolidating expenses into a single AWS invoice. Additionally, it facilitates quick deployment of pre-configured software that can be easily launched on AWS infrastructure. This efficient model not only empowers businesses to spur innovation and reduce time-to-market but also enhances their ability to control software utilization and costs effectively. Ultimately, AWS Marketplace stands as an essential tool for organizations looking to optimize their software management and procurement processes.