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Simplify Financial Planning

Be the financial advisor that goes above and beyond for ideal clients looking for a partner to help with their financial goals.

Quicken your client’s journey to their financial goals with simplified workflows and an intuitive map to see all your client's assets and liabilities. Replace those lengthy 75-page reports and complicated processes you used to have for your clients with a frictionless client experience where clients are actively involved in their financial journey.

 
 

Enjoy Visual Reporting

Get a bird's eye view of your client's financial life. Spot gaps, opportunities, and missing financial information, and prepare for your next meeting all from one page. Use visual maps to boil down complex information into "people-friendly" knowledge that eliminates confusion from your meetings.

Back your personal finance advice with evidence and make your clients excited about their financial decisions – and your next meeting.

 
 
 

Create Transparent Processes

Streamline your financial planning process to only what your client needs. Be the go-to CFP for intuitive financial planning services.

You give sound, comprehensive financial advice. Make sure that your clients can easily visualize that too.

Help your clients make informed decisions in a thoughtful and confident manner instead of confusing them with an overwhelming financial plan. Connect the dots for your clients visually and build a relationship based on trust — because your customers understand what you're saying and can give productive input.

Schedule a demo

 

Unlock Financial Management Tools

Organize all of your client's financial information to keep them updated and deliver relevant advice in real-time.

Know your client's assets and liabilities at all times, and make your clients’ account aggregation easier for everyone involved. Track their income and expenses, retirement income, asset allocation, and net worth all from a single dashboard.

Unlock advanced planning tools with Discovery, Asset-Map, Target Map, and Stencils. Keep all the cash flow analysis, budgeting, and complicated Sharpe ratios to yourself.

Use Asset-Map to present your findings without confusing your clients and get the chance to have a productive discussion — not a lecture. Compare different scenarios, show all of your client's financial assets, and track progress to their financial goals through a one-page map.

 

Provide Comprehensive Financial Planning

Discover the best financial planning software you can use, no matter what type of clients you serve or their financial goals.

Use Asset-Map for all of your financial planning services, including wealth management, retirement planning, and estate planning. Give your clients the multimillionaire client experience across all the stages in your relationship, from introduction to long-term engagement.

Schedule a demo

 
 
 
 

Explore Why Financial Planners Trust Asset-Map

Use Asset-Maps’s functionalities to scale your business without sacrificing your sanity. Power a more efficient process that your clients will love with visual mapping.

Present your advice using a user-friendly visual map, not a complicated client portal. Send your clients off excited about their financial decisions and in full control of their personal finances and goals.

Need something more? Asset-Map also integrates with the best money management software you already use, including MoneyGuidePro, Morningstar, and Riskalyze.

 
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Customer Stories

 
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There's nothing like walking into a new client meeting prepared, handing them their Asset-Map report and hearing them say, 'Wow! This is really cool!’

- George M., Asset-Map Advisor

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Unlock Exceptional Financial Planning Software with Asset-Map

Receive a suite of financial planning tools and more. Get your clients the clarity they need to track their progress with a succinct plan and an overview of their financial goals.

Build a reputation as a financial advice provider with accessibility and simplicity in mind. Get more referrals as more clients are thrilled with your new, simplified approach to financial planning.

See how it fits into your practice. Schedule a demo today!