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What is Silverfin?

Instant access to data. Streamlined compliance reporting. Enhanced teamwork. Additionally, you will discover essential tools to help you create new income streams from your advisory offerings. Silverfin integrates seamlessly with your clients' financial and bookkeeping systems, ensuring you have access to all necessary data, no matter its origin. Our automated compliance accounting workflows are designed to boost your efficiency, precision, and profitability. With our robust analytics and reporting capabilities, you gain the insights required to establish yourself as a reliable advisor to your clients. Connected accountants often experience four key benefits: increased connectivity among your firm, clients, and team; heightened productivity; the ability to innovate new services; and improved competitiveness that translates to higher revenue. You can confidently reflect on past achievements while automating compliance and reporting tasks for every client. This allows your team to escape the monotony of data analysis and dedicate more time to providing valuable advice to clients, ultimately enhancing client relationships and overall satisfaction.

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

AdminPulse
Octopus Accountancy
Penneo
QuickBooks Online
Sage 100
Xero

Integrations Supported

MoneyGuide
Nitrogen
Orion
Redtail CRM
Riskalyze
SmartOffice
Wealthbox

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$94 per month

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Silverfin

Company Location

Belgium

Company Website

www.silverfin.com

Company Facts

Organization Name

Asset-Map

Date Founded

2008

Company Location

United States

Company Website

www.asset-map.com

Categories and Features

Accounting

Nonprofits
Purchase Orders

Financial Analytics

Not specified

Categories and Features

Financial Analytics

Not specified

Financial Wellness

Not specified

Investment Management

Not specified

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