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What is PathQuest BI?

PathQuest® BI is a robust business intelligence tool designed for financial management that streamlines the onboarding process and facilitates seamless integration with platforms like QuickBooks, Xero, Sage Intacct, and MyOb. It empowers users to craft visually engaging narratives that reveal distinct insights regarding financial efficiency, key operational performance indicators, sustainability, and areas for enhancement. Additionally, our tailored report builder enables the automation of financial reporting, allowing for the creation of customized reports categorized by class, location, industry, and grouping, ultimately enhancing decision-making capabilities. By leveraging these features, organizations can gain a clearer understanding of their financial landscape and make informed strategic choices.

What is Asset-Map?

We integrate design thinking principles with personal finance to present a thorough and understandable overview of a client's financial circumstances. Asset-Map, a well-regarded financial technology company based in Philadelphia, PA, has earned the confidence of over a million users who engage with the platform alongside their advisors to enhance financial clarity. Additionally, we have successfully visualized more than $1.4 trillion in financial assets through Asset-Map. The reports produced by our platform arrange a household's financial data in an engaging visual format, allowing advisors to provide their insights in real time. Our interactive Target-Maps assist in identifying essential financial goals for households and effectively tracking their progress. Furthermore, advisors can effortlessly search through their entire practice, ensuring they pay attention to households that need support more efficiently than ever before. Take this chance to book a demo today and join the ranks of numerous financial advisors who are equipping their clients to grasp their entire financial situation for better decision-making. In doing so, you will not only elevate your advisory practice but also significantly improve the financial health of the clients you assist. This is a pivotal moment to embrace technology that can transform how financial advice is delivered and understood.

Media

Media

Integrations Supported

MYOB AccountRight
QuickBooks Accountants
QuickBooks Desktop Pro
Sage Intacct
Xero

Integrations Supported

MoneyGuide
Nitrogen
Orion
Redtail CRM
Riskalyze
SmartOffice
Wealthbox

API Availability

API Availability

Pricing Information

$29.99 per company
Free Trial Offered?

Pricing Information

$94 per month

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PathQuest Solutions

Date Founded

2015

Company Location

United States

Company Website

pathquest.com

Company Facts

Organization Name

Asset-Map

Date Founded

2008

Company Location

United States

Company Website

www.asset-map.com

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Financial Analytics

Not specified

Categories and Features

Financial Analytics

Not specified

Financial Wellness

Not specified

Investment Management

Not specified

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