Reimagine financial planning with the exclusive Asset-Map partnership

The Financial Picture Worth A Thousand Decisions

Advisors are helping more than 1 million clients gain financial clarity by implementing Asset-Map software into their process. Deliver more human, engaging advice with clear visuals and an easy-to-use platform.

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“When we offer this service to our clients, and ask for all their accounts to make sure it’s an accurate snapshot - they’re much more likely to provide us with ALL their accounts, not just the ones we manage.It’s clean. It’s simple. It’s powerful.”

— Mark Lyons, CFP® Cetera Advisor at Millenium Financial Group

Book a Demo

We’ll provide a brief tour of our solutions tailored to your needs - whether you want help onboarding clients quickly, deepening your relationships or highlighting financial gaps or opportunities - we’ve got solutions for individual and firm level customers.

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Choose Your Planning Solution

Try Asset-Map risk-free for 30 days supported by our exclusive money-back guarantee and award winning success team.
20% discount reflected below for Cetera advisors.
Toggle to select payment option and unlock additional savings. All plans are annual term commitments.
Please note, Client Portal availability may be dependent upon the policies of your organization.

Professional

$119

/month

Our core solution transforms spreadsheet meetings into visual financial planning breakthroughs.

Professional features include:

Know Your Client

NEW

Analysis + Advice

NEW

Present + Collaborate

Growth + Success

Get Professional

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