AdviceTech Compass

At Asset-Map our tireless focus is on bringing clarity to the complex to make decision-making easier. For the ever-evolving world of advice tech, we developed the Asset-Map Compass - a simpler way to navigate the entire suite of essential financial professional technologies, helping you to better prioritize your needs and understand the breadth of providers in the market.

The interactive AdviceTech Compass helps our community understand which tools fit where, and in turn helps you understand your current advice tech stack, where you may be well covered, and where you may have gaps.

Some categories of solutions are well established, while others are evolving.  This version 2.0 graphic places the most common advisory solutions into a "core stack" (middle ring) with niche or specialized tools in the outer ring. 

Solutions oriented to directly affect the client experience (client-facing) are “above the horizon” and in the top half of the visual while solutions oriented toward the back-office are “below the horizon.”

It is critical that the tech stack you build for your practice directly flows from the client experience you seek to create - your brand and business model - and that is why Advice Engagement is at the center. 

Click on each of the categories to see a list of current solution providers known to us, with direct links to their corporate site where you can  learn more.  Please note that this is not a complete list and it is changing all the time. Suggestions? Please complete the form at the bottom of this page and we will do our best to consider  in a timely manner.  

Schedule a demo of Asset-Map to learn more about how we fit into the Advice Tech ecosystem and how we can benefit your practice.