As a strategic partner, PlanMember advisors receive an exclusive discount!
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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“The best way to measure the value of technology is to understand what your firm would be like without it. Asset-Map is like coffee for me and my clients; it’s an essential part of every day.”
- Molly Ward, CFP®
Book a Demo
We’ll provide a brief tour of our solutions 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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Choose Your Planning Solution
Try Asset-Map risk-free for 30 days supported by our exclusive money-back guarantee and award winning success team.All plans are annual term commitments through the Home Office.
Professional
$99
/month
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