List of Asset-Map Financial Planning Customers
Philadelphia, 19106, PA,
United States
Since 2010, our global team of researchers has been studying Asset-Map Financial Planning customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Asset-Map Financial Planning for Portfolio and Investment Performance and Planning from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Asset-Map Financial Planning for Portfolio and Investment Performance and Planning include: Hemingway Wealth Management, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million, Beacon Wealth Consulting, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million, Summit Dental Management Sc, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Asset-Map Financial Planning, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Asset-Map Financial Planning customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Beacon Wealth Consulting | Professional Services | 10 | $1M | United States | Asset-Map | Asset-Map Financial Planning | Portfolio and Investment Performance and Planning | 2023 | n/a | In 2023 Beacon Wealth Consulting implemented Asset-Map Financial Planning in its Beacon Wealth Consulting South CPA-led advisory practice in the United States, deploying Asset-Map Financial Planning for client discovery and family-focused planning across financial planning and estate planning engagements. The deployment centered on producing visual "treasure map" deliverables that translate household relationships and financial positions into single-page visuals to improve advisor-client communication. Asset-Map Financial Planning was configured to support discovery workflows and visual plan deliverables, leveraging mapping and household aggregation capabilities typical of financial planning tools. Functional capabilities implemented included client onboarding and discovery templates, family relationship mapping, asset and liability visualization, and exportable presentation maps used during advisor meetings. No additional system integrations are specified in the case study, the rollout was scoped to the Beacon Wealth Consulting South advisory practice and led by CPA advisors, and governance focused on embedding visual mapping into meeting workflows and client deliverables. The case study reports the implementation improved meeting outcomes and delivered long-term clarity for complex households. | |
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Hemingway Wealth Management | Professional Services | 10 | $1M | United States | Asset-Map | Asset-Map Financial Planning | Portfolio and Investment Performance and Planning | 2020 | n/a | In 2020, Hemingway Wealth Management implemented Asset-Map Financial Planning as part of its Financial Planning tech stack in the United States. The Asset-Map Financial Planning deployment focused on enhancing meeting engagement and visual client mapping to help clients follow complex scenarios during advisor sessions. Implementation concentrated on discovery and fact-finding workflows, embedding visual relationship maps and scenario walkthroughs into routine financial planning engagements. The implementation was used alongside eMoney, integrating visual mapping and meeting facilitation with the firm’s existing planning data flows to accelerate data collection for new and existing clients. Operational coverage centered on advisory and financial planning functions within the U.S. practice, changing how advisors structured discovery sessions and client conversations. According to the vendor case study, the rollout produced more precise client conversations and faster data collection for both new and existing clients. | |
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Summit Dental Management Sc | Professional Services | 10 | $1M | United States | Asset-Map | Asset-Map Financial Planning | Portfolio and Investment Performance and Planning | 2019 | n/a | In 2019, Summit Dental Management Sc deployed Asset-Map Financial Planning in the United States, using the financial planning/investments application to standardize discovery and client processes. The deployment focused on standardizing client discovery workflows so advisors could maximize meeting productivity and identify under-employed capital for new investment management. Implementation configured Asset-Map Financial Planning to capture structured discovery data, generate visual client maps, and formalize meeting agendas and follow-up communications, aligning to wealth advisory workflows common in financial planning/investments. Configuration emphasized repeatable client intake, documentation, and meeting preparation to drive consistency across advisor interactions. Operational scope covered U.S. financial planning and investment advisory activities across the firm’s advisor team, with Asset-Map Financial Planning serving as the central tool for client-facing advisory processes. As described in the vendor Nick Rose case study, the deployment delivered substantial time savings and more consistent client communications. |
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