Asset-Map vs. FactSet Portfolio Analytics
A side-by-side comparison based on G2 review data.
| Metric | Asset-Map | FactSet Portfolio Analytics |
|---|---|---|
| Overall rating | 4.8 | 4.5 |
| Review count | 137 | 10 |
| Ease of use | 9.4 | 8.1 |
| Ease of setup | 9.4 | 8.2 |
| Quality of support | 9.8 | 9.1 |
| Meets requirements | 9.3 | 9.3 |
| NPS | 90.510949 | 60 |
| Small Business | 84.7% | 30.0% |
| Mid-Market | 4.4% | 50.0% |
| Enterprise | 10.9% | 20.0% |
| Total page views | 745 | 113 |
| Total LLM citations | 3,694 | 4,214 |
Asset-Map
Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, Asset-Map is on a mission to elevate the financial health of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that empowers humans to easily comprehend, discuss, and make smart financial decisions now and in the future. Asset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 2.14 million people and $1.6 trillion in financial instruments.
FactSet Portfolio Analytics
FactSet's integrated multi-asset class portfolio analytics and official performance solutions let you spend more time finding answers and less time managing data. With sophisticated next generation portfolio analytics, performance, and attribution, you get an unparalleled combination of portfolio equity and fixed income analytics, data concordance management, workflow capabilities, and data distribution for internal and external clients.