Reimagine Financial Planning with Asset-Map

As a strategic partner, NAIFA advisors receive an exclusive 10% discount

Did you catch our recent webinar?

Asset-Map and NAIFA teamed up for an exclusive webinar highlighting the brand-new “Caring Conversation” Stencil, a new tool developed by Carroll Golden, Executive Director of NAIFA's Centers of Excellence.
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Learn how this revolutionary stencil is integrated into the Asset-Map software platform, enhancing the toolkit available to financial advisors. This innovation aims to provide advisors with the means to offer comprehensive financial planning solutions, encompassing short-term, long-term, and extended-care scenarios.

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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Check out the NAIFA "Caring Conversations" Stencil

NAIFA and Asset-Map are excited to announce the launch of the “Caring Conversation” Stencil, a new tool developed by Carroll Golden, Executive Director of NAIFA's Centers of Excellence. This revolutionary stencil enhances the toolkit available to financial advisors. This innovation aims to provide advisors with the means to offer comprehensive financial planning solutions, encompassing short-term, long-term, and extended care scenarios.
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The “Caring Conversation” Stencil has been crafted with precision to assist advisors in mapping out all possible financial implications of caregiving scenarios. This tool allows for a more holistic approach to financial planning by addressing the specific needs related to caregiving, a critical aspect often overlooked in traditional financial planning processes.
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Learn more about using Stencils, or schedule a demo to learn more about how Asset-Map can help you have more comprehensive conversations with your clients and tackle tough topics such as long-term care with grace and ease.

“I helped 5 households address Long-Term Care last week just because of [Asset-Map] Stencils!”

— Gary C., Financial Advisor

Book a Demo

We’ll provide a brief product tour 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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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.

10% discount reflected below for AICPA Members. Toggle to select payment option and unlock additional savings. All plans are annual term commitments.

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$134

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

Professional features include:

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Growth + Success

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