Asset-Map

A visual communication tool for Financial Professionals to create a simple illustration of their clients complete financial landscape. That is the short version of Asset-Map. Put simply, it is about building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. Related areas on their profile: Financial Services, FinTech and Insurance. They are a small team, 11 to 50 people, which usually shapes who they work with. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

Asset-Map is based in Philadelphia, Pennsylvania. Their site is asset-map.com.

Our checklist for this category: portfolio relevance, who owns the code, and how they handle changes. Get the renewal terms in writing before the first invoice.

If you have worked with Asset-Map, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.