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Asset-Map Costs

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Asset-Map ist eine optimale Software für Finanzberatung, die visuellen Überblick über Kundengelder bietet. Fördert Planung und finanzielle Zielüberwachung.

Asset-Map Pricing

Last edited: February 2025

Professional

$149.00/ Month

Know Your Client

Analysis + Advice

Growth + Success

Present + Collaborate

Elite

$199.00/ Month

Beinhaltet alles Professionelle

White-Labeled Platform

Enhanced Relationship Management

White-Glove Support + Training

Customized Data Gathering

Firm

Upon request

Zu den firmenspezifischen Vorteilen gehören alle Professional oder Elite

Praxismanagement

Datenmigration + Support auf Firmenebene

Mengenrabatte

firmenspezifisches Branding + Discovery

Practice Insights + Analytics

Demo version

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