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What is Tradimo?

Explore the dynamic realm of trading and investing with our renowned online learning platform, which encompasses forex, stocks, options, futures, and a variety of other derivatives designed for individual and institutional traders alike. With a rich legacy of more than twenty years encapsulated in our distinctive Nanodiplomas™, we proudly present what we consider our best educational offerings, which uphold the utmost quality in the finance industry. Impressively, one of our Nanodiplomas™ has been endorsed by Deutsche Börse, a testament to its excellence and pertinence. Each Nanodiploma™ is carefully crafted with a structured series of courses aimed at effectively steering you toward your personal educational goals. After each module, you will participate in hands-on projects that allow you to apply the knowledge you have just gained. Furthermore, you will have the guidance of a dedicated personal instructor who will support you throughout your learning journey, offering ongoing feedback and answering any questions you may have. You will benefit from the diverse perspectives of traders and educators from around the globe, each contributing their unique insights and expertise, thereby enhancing your grasp of the financial world and ensuring a well-rounded educational experience. Seize the chance to boost your trading competence and self-assurance through our innovative educational methods, which are designed to adapt to your individual learning style. In doing so, you will not only gain skills but also develop a mindset geared towards success in the financial markets.

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

MoneyGuide
Nitrogen
Orion
Redtail CRM
Riskalyze
SmartOffice
Wealthbox

Integrations Supported

MoneyGuide
Nitrogen
Orion
Redtail CRM
Riskalyze
SmartOffice
Wealthbox

API Availability

Has API

API Availability

Has API

Pricing Information

$49 per month
Free Trial Offered?
Free Version

Pricing Information

$94 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Tradimo

Company Location

United States

Company Website

go.tradimo.com

Company Facts

Organization Name

Asset-Map

Date Founded

2008

Company Location

United States

Company Website

www.asset-map.com

Categories and Features

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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