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As a strategic partner of Asset-Map, AICPA PFP Section Members receive an exclusive 15% discount!

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Boost client retention and increase revenue in today's competitive landscape by using the industry's leading client data visualization and engagement tool.

The Visual Planning Platform That Makes Clients Say 'Now I Get It'

Try Asset-Map risk-free for 30 days supported by our exclusive money-back guarantee and award winning success team.
15% discount reflected below for AICPA PFP Section Members. Toggle to select payment option and unlock additional savings. All plans are annual term commitments.
Monthly
Annually
Professional
$119
/month
Our core solution transforms spreadsheet meetings into visual financial planning breakthroughs.
Professional features include:
Know Your Client
Analysis + Advice
Present + Collaborate
Growth + Success
Get Professional
Elite
MOST POPULAR
$159
/month
Deliver a premium branded experience with customized reports, marketing and growth support.
Includes all of Professional, PLUS:
White-Labeled Platform
Customized Data Gathering
Enhanced Relationship Management
White-Glove Support + Training
Get Elite
Firm
BEST VALUE
Let's Talk
Get custom pricing and maximum savings when you bring your entire team of 3+ advisors.
‍
Firm specific benefits include all of Professional or Elite, PLUS:
Practice Management
Practice Insights + Analytics
Firm-Specific Branding + Discovery
Data Migration + Firm-Level Support
Volume Discounts
Schedule a Conversation
Professional
$1,214
/year
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
Elite
MOST POPULAR
$1,622
/year
Deliver a premium branded experience with customized reports, marketing and growth support.
Includes all of Professional, PLUS:
White-Labeled Platform
NEW
Customized Data Gathering
Enhanced Relationship Management
White-Glove Support + Training
Get Elite
Firm
BEST VALUE
Let's Talk
Get custom pricing and maximum savings when you bring your entire team of 3+ advisors.
‍
Firm specific benefits include all of Professional or Elite, PLUS:
Practice Management
Practice Insights + Analytics
NEW
Firm-Specific Branding + Discovery
Data Migration + Firm-Level Support
Volume Discounts
Schedule a Conversation

Questions? Call us at 888-664-8850 (ext. 1)

*List price does not include any applicable state or local taxes that will be applied at time of purchase.

Contact sales@asset-map.com for inquiries.