Related Products
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About
We're in the age of abundant data. But data alone doesn't guarantee clarity to make strategic decisions. It takes interpretation, judgement, and the right decisions along the way to turn numbers into outcomes.
That’s why we built AskSOBI.
AskSOBI is an AI-driven Decision Intelligence platform built to help you make those decisions smarter, faster, and with support at every step. We built it to move beyond business intelligence into decision intelligence: intelligence that helps you shift from doubt to clarity.
Traditional BI tells you what happened. AskSOBI goes further, helping you answer:
• Why did it happen?
• What's changing?
• What risks or opportunities are emerging?
• What should you do next?
Advisory work carries far higher margins than compliance work, but it is intricate, time-consuming, and hard to scale. Accounting professionals use AskSOBI to make Advisory simple, structured and scalable.
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About
We combine design thinking and personal finance to display a client’s complete financial picture with clarity. Asset-Map is an award-winning financial tech start-up based in Philadelphia, PA. Over 1 million people are using Asset-Map with their advisors to gain financial clarity. What’s more, we have over $1.4 trillion financial instruments mapped in Asset-Map. An Asset-Map report visually organizes all of a household’s finances in a clear graphical layout, allowing Advisors to apply their professional insight in real-time. Define a household’s most important financial priorities and track their progress with interactive Target-Maps. Intuitively search and filter an entire advisory practice by staying on top of households that need attention unlike ever before. Schedule a demo today and join the thousands of financial advisors helping their clients see the full financial picture to make better decisions.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Finance
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Audience
Businesses that require a financial planning solution to to gain financial clarity and optimize their operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$94 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAskSOBI
Ireland
www.asksobi.com
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Company InformationAsset-Map
Founded: 2008
United States
www.asset-map.com
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Integrations
MoneyGuide
Nitrogen
Orion
Redtail CRM
Riskalyze
SmartOffice
Wealthbox
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Integrations
MoneyGuide
Nitrogen
Orion
Redtail CRM
Riskalyze
SmartOffice
Wealthbox
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