Asset-Map vs. riskine Comparison


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		Related Products Monarch Money Monarch Money is a personal finance management platform that helps individuals and households track spending, manage budgets, monitor investments, and plan financial goals. The software connects bank accounts, credit cards, loans, investment accounts, and other financial assets into a centralized dashboard. Its transaction management tools automatically categorize expenses, track cash flow, and provide detailed spending reports. Monarch Money supports flexible budgeting, recurring bill monitoring, subscription tracking, and financial goal planning. Users can also collaborate with partners, household members, or financial advisors to manage shared finances and coordinate financial decisions. The platform is available through web browsers and mobile applications for iOS and Android, with connectivity to more than 13,000 financial institutions. 139,855 Ratings Visit Website SurePayroll SurePayroll has been a leading provider of online payroll services to small businesses nationwide for over 20 years. As the first SaaS payroll company, SurePayroll has grown to become a household name in easy to use payroll, workers' compensation, 401(k) plans, and health insurance services, all backed by an award-winning, U.S.-based customer care team. Most recently, SurePayroll added HR services to its portfolio of solutions. By offering the additional flexibility of private-label and co-branded solutions, SurePayroll serves as a trusted partner to a diverse range of businesses and trusted advisors, including financial institutions and accountants. 845 Ratings Visit Website NaviPlan Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis. From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door. Leverage the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies. NaviPlan tax planning software is built on the most precise calculation engine in the financial planning market. It offers advisors a slate of detailed tax planning tools, including federal and state tax projections, to cater their service to any client. Visit Website Epicor Financials Epicor Financials is a cloud-native financial management solution that helps organizations streamline accounting processes, automate workflows, improve compliance, and gain real-time visibility into financial performance. Built on a modern cloud architecture, the platform combines core accounting, financial reporting, planning, analytics, governance, and AI capabilities within a unified ecosystem. Organizations can extend the core accounting solution through Epicor's broad ecosystem of business applications and ISV solutions. Designed exclusively for the cloud, Epicor Financials benefits from continuous innovation through regular upgrades and a modern CI/CD deployment approach, helping customers stay current without disruptive upgrades. The solution scales globally with support for multiple books, companies, sites, currencies, languages, and legal entities while maintaining centralized financial control. Visit Website Chime Workplace Chime WorkplaceTM is an all-in-one financial wellness platform that helps employees manage money, reduce stress, and build long-term stability. Offered at no cost to employers or employees, it includes: -No-fee earned wage access* -No-fee checking accounts and overdraft protection -Automated savings with high-yield interest -Credit-building tools -For an add-on, employee rewards & loyalty program benefits With seamless payroll integration, real-time insights, and secure infrastructure, Chime WorkplaceTM supports employee well-being while improving retention, engagement, and productivity. *MyPay at Work™ advances are instant and free while you are employed with a Participating Employer. 8 Ratings Visit Website ZenTreasury ZenTreasury is the financial contract accounting subledger for lease and treasury, built for the Office of the CFO. Your ERP posts the entry. It doesn't know the contract behind it. ZenTreasury does. Add a lease once and get the full schedule: right of use asset, liability, and period by period amortization generated automatically. Index-linked remeasurement is handled automatically. Every modification recalculates the schedule and keeps the per-field audit trail intact. On the treasury side, manage FX positions, loans, guarantees, and group wide cash flow forecasting in the same platform, multi entity and multi currency by design. One product, accounting included, priced to the scope you run. Every customer gets a dedicated, isolated database. Lease calculations are independently reviewed by an international audit firm. Connect your own AI, Claude, ChatGPT, or any MCP client, directly to your contract data. 9 Ratings Visit Website QUODD Delivering innovative market data solutions for over two decades, QUODD powers the financial ecosystem with the largest integrated suite of market data APIs in the industry. Our institutional-strength data offerings are built for your business; spanning dozens of market segments and delivered from the cloud with the reliability and scale you demand. Access data your way. Data Feeds — Tick-by-tick, real-time streaming across global markets, built for the speed of trading and analytics APIs — Developer-friendly, modern integration and authentication standards for fintechs and financial institutions Integrations — Seamless connectivity into downstream systems and enterprise workflows, with cloud-native delivery and on-demand scale 1 Rating Visit Website D&B Finance Analytics Manage credit risk at scale with trusted business context, AI-powered guidance, and advanced analytics in one powerful credit management solution. D&B Finance Analytics helps finance teams quickly research companies, understand emerging risks, monitor portfolio changes, and prioritize the actions that matter most. Powered by the D&B Commercial Graph, the solution brings together trusted business data, predictive analytics, automation, and AI to help organizations accelerate credit decisions, improve onboarding efficiency, reduce manual effort, and gain a clearer view of portfolio risk. With the insights and context needed to act confidently, teams can work more efficiently, make more consistent decisions, and proactively manage changing risk. 802 Ratings Visit Website Xero Save 80% for 4 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. Beautifully simple, Xero covers a wide range of features that help businesses manage their finances effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers users free online support 24/7. Xero offers a robust ecosystem of connected apps and integrations with banks and financial institutions, enabling small businesses to access a wide range of solutions within Xero's open platform to streamline operations and manage finances. Additionally, accounting and bookkeeping firms benefit from efficient compliance tools, advanced practice management software, and a cloud-based unified accounting ledger for all clients, centralized in one place. 6,132 Ratings Visit Website Framnex Framnex is a modular financial infrastructure platform for launching and scaling branded banking, payments, FX, card, wallet and crypto products. Businesses can use Framnex to build financial products under their own brand without assembling multiple infrastructure providers from scratch. The platform combines core financial infrastructure, APIs and configurable product modules, supporting use cases such as business accounts, cross-border payments, FX, cards, wallets, mass payouts, treasury, crypto and embedded finance. Framnex is designed for fintech companies, FX and payment businesses, financial service providers and companies looking to add financial products to an existing customer base. Deployment options include SaaS infrastructure, deployment into a client environment, and licensed code depending on the project requirements. 1 Rating Visit Website
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.	About riskine develops B2B advisory and sales software (“white label”) for the financial industry, based on state-of-the-art AI and graph-based technologies. The products support lead generation, advisory, and closing across all distribution channels (self-service, personal, and hybrid). riskine enables real customer centricity in financial advisory by placing objective risks, subjective risk preferences, and customers’ wishes and dreams at the heart of the solution. Thanks to its modular, API-based architecture, individual products and calculators can be combined and customized to meet specific requirements. All solutions are continuously enhanced and meet all relevant regulatory requirements. riskine serves more than 50 insurance companies, financial distributors, and banks across 12 markets. Together with partners from the financial industry, riskine is developing digital, customer-centric advisory solutions to help ensure that everyone can make better financial decisions in the fut
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Businesses that require a financial planning solution to to gain financial clarity and optimize their operations	Audience For insurance companies and banking establishments looking for a software that can provide customized solutions
Support Phone Support Supported 24/7 Live Support Supported Online Supported	Support Phone Support Not Supported 24/7 Live Support Not Supported Online Not Supported
API Offers API Not Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $94 per month Free Version Not Supported Free Trial Not Supported	Pricing riskine charges a one-time implementation fee as well as a monthly SaaS subscription fee. The overall cost depends on the scope of the solution, including the number of modules selected and the expected level of usage. Free Version Not Supported Free Trial Supported
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	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 Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Supported
Company Information Asset-Map Founded: 2008 United States www.asset-map.com	Company Information riskine Founded: 2016 Austria www.riskine.com
Alternatives Kestrelbox	Alternatives Lendable
Monarch Money	Jocata GRID Jocata Financial Advisory & Technology
Bancroft Bancroft Sysyems	AdvisoryAI
Investment Metrics	DebtKit Zeavo
Savology for Employers Savology View All	FinCompare View All
Categories Financial Analytics Supported Financial Wellness Supported Investment Management Supported	Categories Financial Services Supported
	Show More Features Financial Services Features Analytics Not Supported Branch Optimization Not Supported Channel Management Not Supported Compliance Management Not Supported Customer Engagement Supported Performance Management Not Supported Risk Management Not Supported
Integrations MoneyGuide Supported Nitrogen Supported Orion Supported Redtail CRM Supported Riskalyze Supported SmartOffice Supported Wealthbox Supported View All 7 Integrations	Integrations MoneyGuide Not Supported Nitrogen Not Supported Orion Not Supported Redtail CRM Not Supported Riskalyze Not Supported SmartOffice Not Supported Wealthbox Not Supported
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