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Household Creation


With the click of a button, send a MoneyGuidePro plan to Asset-Map. Improve meeting engagement and speed up the household creation process by linking the two platforms. 

Get Started

Already an Asset-Map User? Click here to set up Integration.

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Link to Custodians


View the most up to date account values on Asset-Map by linking to leading custodians via MoneyGuidePro's interface. Easily sync and update accounts each time you meet with a client.

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Single Sign-On


Quickly and Easily jump between platforms. Log in once and gain access to both connected systems via SSO authentication. 

Not Using Asset-Map or MoneyGuidePro Yet?

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