Asset-Map transforms financial planning with a visually intuitive platform that helps advisors and clients see, understand, and act on their financial picture. By replacing complex spreadsheets and text-heavy reports with dynamic, interactive maps, Asset-Map accelerates trust, simplifies decision-making, and fosters more meaningful client conversations.

Key Features:

• Visual-First Planning: Interactive diagrams make financial data easy to grasp at a glance.

• Client Engagement Tools: Foster collaborative discussions with real-time scenario modeling.

• Comprehensive Dashboard: Track assets, liabilities, cash flow, and goals in one place.

• Retirement & Estate Planning: Visualize projections and legacy plans effortlessly.

• Integrations: Syncs with leading CRM, custodial, and financial planning tools.

• Customizable Templates: Tailor maps to reflect client-specific priorities and branding.

• Mobile-Friendly: Clients and advisors can access maps anytime, anywhere.

Best for:

• Financial Advisors seeking a more engaging way to present client portfolios.

• RIAs & Wealth Managers who want to streamline complex planning conversations.

• Retirement Planners visualizing long-term goals and income strategies.

• Estate Planners illustrating legacy and wealth transfer scenarios.

• Enterprise Firms needing scalable, white-labeled solutions for teams.

• Newer Advisors looking to build credibility with interactive tools.

• Tech-Driven Practices prioritizing client-centric, digital-first experiences.

Pricing: Contact for a custom quote based on firm size and needs.

Disclaimer: Please refer to the website for the most accurate and current pricing details and service offerings.

Amazon FinSpace with Managed kdb Insights is a powerful data management and analytics service designed for financial services professionals. It enables hedge funds, asset management firms, insurance companies, and investment banks to store, process, and analyze massive volumes of capital markets time-series data with ease. With fully managed kdb Insights clusters, users can efficiently perform real-time and historical data analytics while optimizing compute, storage, and caching costs.

Key Features:

• Fully managed kdb Insights clusters for high-performance financial analytics

• Scalable storage and compute resources with pay-as-you-go pricing

• Real-time and historical data processing for capital markets analysis

• Dedicated clusters and scaling groups for optimized performance

• High-performance database cache for faster analytics

• Secure and compliant data management for financial institutions

• No upfront costs or long-term commitments

Best for:

• Hedge funds analyzing real-time and historical market data

• Asset managers optimizing portfolio strategies with big data insights

• Investment banks running high-frequency trading models

• Quantitative researchers working with massive financial datasets

• Insurance firms processing risk assessment and actuarial data

• Financial analysts performing complex data modeling

• Market data providers needing scalable data storage and processing

Price: Pricing varies based on usage, including compute, storage, and caching. Customers pay only for the resources they consume, with no setup fees or minimum charges.

Disclaimer: Please refer to the website for the most accurate and current pricing details and service offerings.

TradingView: Where the World Does Markets

Join over 100 million traders and investors using TradingView to analyze, trade, and learn from the global markets. As the #1 website for all things investing, TradingView provides powerful charting tools, market insights, and a thriving community to help you take control of your financial future. Whether you're a beginner or a professional, our platform offers the best-in-class features to enhance your trading experience.

Key Features:

• Advanced Charting: Interactive, real-time charts with a wide range of indicators and drawing tools.

• Trading & Execution: Seamless integration with top brokers for direct trading from the platform.

• Stock & Crypto Screeners: Powerful filters to find the best trading opportunities across markets.

• Market Analysis: Stay ahead with real-time news, financial data, and expert insights.

• Educational Resources: Learn from top traders, explore strategies, and enhance your skills.

• Community & Collaboration: Share ideas, follow experts, and engage in real-time discussions.

• Cross-Device Accessibility: Sync your data across desktop, mobile, and tablet apps.

Best for:

• Day traders and investors seeking real-time market analysis

• Beginners looking to learn and improve trading skills

• Professionals needing advanced charting and strategy tools

• Crypto enthusiasts tracking digital assets and trends

• Stock and forex traders wanting powerful screening capabilities

• Financial analysts requiring in-depth market data

• Anyone who values community-driven insights and collaboration

Price: Free plan available. Premium plans offer advanced features.

Disclaimer: Please refer to the website for the most accurate and current pricing details and service offerings.