SmartOffice Integrations

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.

When financial advisors proactively discuss risk, it empowers investors to make more informed decisions with greater confidence. The practice of categorizing investors solely based on age-related criteria has become outdated. It is crucial to focus on investors' interests and back this up with quantitative data. By implementing Risk Assessments, we can accurately gauge an investor's preferred level of risk, effectively challenging the traditional stereotypes that make conventional risk tolerance evaluations less relevant. Utilizing an advanced scientific methodology allows for the objective determination of an investor’s Risk Number® from any location, whether in close proximity or separated by distance. Furthermore, conducting a detailed portfolio analysis provides a holistic view of an investor's current risk exposure, facilitating a stronger alignment with their financial aspirations. This tailored approach not only enhances investment strategies but also fosters a deeper understanding of individual preferences and unique situations, ensuring that each investor's needs are adequately met. In this way, financial advisors can build lasting relationships based on trust and transparency.

The AWS Marketplace acts as a meticulously organized online venue where users can discover, purchase, implement, and manage third-party software, data products, and services smoothly within the AWS framework. It showcases a wide selection of offerings across multiple categories, such as security, machine learning, enterprise applications, and DevOps solutions. By providing an array of pricing models, including pay-as-you-go options, annual subscriptions, and free trial opportunities, AWS Marketplace simplifies the purchasing and billing processes by merging expenses into a single AWS invoice. Additionally, it promotes rapid deployment through pre-configured software that can be easily activated within AWS infrastructure. This streamlined approach not only accelerates innovation and reduces time-to-market for organizations but also gives them more control over software usage and related expenditures. Consequently, businesses are able to allocate more resources towards strategic objectives rather than getting bogged down by operational challenges, ultimately leading to more efficient resource management and improved overall performance.