Ready to help your clients see their full financial picture?
Asset-Map empowers Morningstar users to:
See the facts of a household by visually organizing all of its finances, allowing you to apply professional insight in real-time.
Track progress of a household's most important financial priorities with interactive Target-Maps.
Be proactive by intuitively searching and filtering though your client list for those households that need critical attention.
Morningstar Pricing Options
Special 10% Discount for Morningstar Reflected Below.
Pay Annually
Pay Monthly
Essentials
$
74
/mo
Schedule Your Tour of Asset-Map
Schedule a demo today and learn how Morningstar Advisor Workstation users are helping their clients see
the full financial picture to make better decisions.
Contact sales@asset-map.com for inquiries.