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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Finance

Audience

Businesses that require a financial planning solution to to gain financial clarity and optimize their operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$94 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AskSOBI
Ireland
www.asksobi.com

Company Information

Asset-Map
Founded: 2008
United States
www.asset-map.com

Alternatives

Alternatives

eMoney

eMoney

eMoney Advisor

Categories

Categories

Integrations

MoneyGuide
Nitrogen
Orion
Redtail CRM
Riskalyze
SmartOffice
Wealthbox

Integrations

MoneyGuide
Nitrogen
Orion
Redtail CRM
Riskalyze
SmartOffice
Wealthbox
Claim AskSOBI and update features and information
Claim AskSOBI and update features and information
Claim Asset-Map and update features and information
Claim Asset-Map and update features and information