Asset-Map for Full-Spectrum Advice

Deliver Truly Comprehensive Planning

Use one powerful platform to provide holistic financial planning that impresses ideal clients and deepens long-term relationships.

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Plan Across Every Life Stage and Goal

From early accumulation to estate transfer, Asset-Map supports your full range of services—retirement, insurance, education, wealth, and tax-aware strategies. Whether you're planning for an individual or a complex household, deliver consistent, high-impact guidance from day one.

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Make Planning Clear, Not Complicated

Turn complex data into personalized visuals your clients can actually understand. Show them their entire financial life on one page and get alignment fast—no 50- or 100-page plans or overwhelming jargon.

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Give Every Client the VIP Treatment

Create the experience once reserved for multimillionaires—personalized, visual, and relationship-focused. Whether you're working with executives, entrepreneurs, or mass affluent families, Asset-Map helps you deliver a planning experience they'll talk about.

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Why Advisors Say It Pays Off

Martin V. Higgins, CFP®, ChFC®

"When I first saw Asset-Map, it was like a light bulb went off. Asset-Map gave us
exactly what we needed to show our clients a simple and intuitive visual that explains their financial plan."

Martin V. Higgins, CFP®, ChFC®, CLU®, AEP®, LUTCF®, RHU®

President, Family Wealth Management, LLC

Molly Ward, CFP®, CDFA®

"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®, CDFA®

Founder, Well Lived Wealth, LLC

Jack Choi

"There is no replacement for Asset-Map in my business: that's how strongly I feel about the impact it's had on my productivity."

Jack Choi

Senior Commercial Finance Business Partner, JATO Dynamics

Megan Takagi, CFP®

"It has been a dream to work with you and the Asset-Map team so far, compared to other software companies we're currently struggling with. Your value is well worth your price, and your customer service is unmatched."

Megan Takagi, CFP®

Director of Business Development, Takagi & Takagi

Kristopher Grossman, CFP®

"It's such an integral part of my practice that I could not live without it. Asset-Map has helped me build a world-class, repeatable, interactive process with my clients while allowing me to scale exponentially."

Kristopher Grossman, CFP®

Lead Financial Advisor, Kingsbridge Financial Group, Inc.

Mark J. Dorman, AIF®, CLU®

"Asset-Map is a true "Game Changer" for
financial services representatives and their clients. I have been a user for over 5 years and would never use any other platform."

Mark J. Dorman, AIF®, CLU®, ChFC®, CEPA, CFBS

President, Dorman Legacy Advisors

Henry A. Swan, ChFC, CLU

"I have never met an existing client or an interested prospect who is not impressed with Asset-Map."

Henry A. Swan, ChFC, CLU

Financial Consultant, Optimal Planning Partners, Inc.

Michael P. Gainer, AIF®

"This is the most concise and intuitive financial planning software I've used. Inputting data is easy. The planning capabilities are excellent and easy for clients to understand. And the one page balance sheet and income summary are
sophisticated yet simple for clients to understand."

Michael P. Gainer, AIF®

Partner, Integrated Financial Strategies, Inc.

Your Comprehensive Planning Advantage

Give clients clarity, confidence, and a plan that makes sense to them. Asset-Map helps you do it all—clearly, consistently, and with lasting impact.

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