Thomas Bryan

Chief Operating Officer at Asset-Map, LLC. - Philadelphia, PA, US

Thomas Bryan's Contact Details
HQ
888-664-8850
Location
Philadelphia,Pennsylvania,United States
Company
Asset-Map, LLC.
Thomas Bryan'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
Details about Asset-Map, LLC.
Frequently Asked Questions about Thomas Bryan
Thomas Bryan currently works for Asset-Map.
Thomas Bryan's role at Asset-Map is Chief Operating Officer.
Thomas Bryan's email address is ***@asset-map.com. To view Thomas Bryan's full email address, please signup to ConnectPlex.
Thomas Bryan works in the Information Technology & Services industry.
Thomas Bryan's colleagues at Asset-Map, LLC. are Gary Winslow, Amber Attridge, Rush Weigelt, Tanner Couch, Asset-Map Advisor, Kevin Okinedo, Ashraf Madina and others.
Thomas Bryan's phone number is 888-664-8850
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