Bobby Lalvani

Vice President of Customer Success at Asset-Map, LLC. - Philadelphia, PA, US

Bobby Lalvani's Colleagues at Asset-Map, LLC.
TJ Hill

Director of Marketing

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Kaeley Clark-Reed

Customer Support Advocate

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Edward Lieber

Director, Data Analytics & Operations

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Philip Wisner

Senior Frontend Developer

Contact Philip Wisner

Steven Engle

Advisor Solutions Manager

Contact Steven Engle

LiaJean McHenry

Sr. Training Manager

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H Holt

financial professional

Contact H Holt

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Bobby Lalvani's Contact Details
Email (Verified)
***@asset-map.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
888-664-8850
Location
Philadelphia, Pennsylvania, United States
Company
Asset-Map, LLC.
Bobby Lalvani's Company Details
Asset-Map, LLC. logo, Asset-Map, LLC. contact details

Asset-Map, LLC.

Philadelphia, PA, US • 20 - 49 Employees
Software

Asset-Map is an award-winning financial technology based used by financial professionals around the world. We live by the idea that a simple visual approach can be a better way for financial advisors to interact with clients. Our technology helps to visualize and interact with a household's complete financial inventory on a single page (or screen). With Asset-Map, advisors can help people see and understand their finances, track their progress towards funding goals — and as a result, make better decisions about their financial future. Winners of the 2017 Stellar Startups Award, Orion's 2017 Fuse Award for Best Interface, the Ben Franklin Technology Fund Fintech Accelerator 2017, and The Chamber of Commerce for Greater Philadelphia Technology of the Year award.

Advisor-Client Communications Client Profiling Tool Client and Book of Business Metric Reporting Know Your Customer Advisor Sales and Review Process Cloud-based Solutions wealth management financial technology wealth technology financial services technology client engagement software Software Prepackaged Software Computer Software
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Frequently Asked Questions about Bobby Lalvani
Bobby Lalvani currently works for Asset-Map, LLC..
Bobby Lalvani's role at Asset-Map, LLC. is Vice President of Customer Success.
Bobby Lalvani's email address is ***@asset-map.com. To view Bobby Lalvani's full email address, please signup to ConnectPlex.
Bobby Lalvani works in the Software industry.
Bobby Lalvani's colleagues at Asset-Map, LLC. are TJ Hill, Kaeley Clark-Reed, Edward Lieber, Philip Wisner, Steven Engle, LiaJean McHenry, H Holt and others.
Bobby Lalvani's phone number is 888-664-8850
See more information about Bobby Lalvani