Asset-Map for Speedy Client Engagement

Onboard Clients in Minutes

Eliminate data collection friction and accelerate your first meaningful financial conversationwithout requiring logins or spreadsheets.

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Collect Key Information in Under 15 Minutes

Use intuitive, client-friendly tools to gather essential financial details quickly—directly from clients, no portals required. Eliminate clunky paperwork and spend more time where it matters: in conversation.

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Turn Raw Data into Visual Conversations

Convert inputs into a personalized Asset-Map that instantly shows what matters most. Advisors love that the map reveals gaps, relationships, and potential risks—all without needing a 100-page report.

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Walk In With a Map

Impress clients at your very first meeting by showing them their financial life in one clear visual. Help them feel seen, understood, and eager to collaborate.

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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.

Onboarding Made Effortless

Empower clients and advisors to start faster, talk sooner, and uncover priorities right away. Asset-Map makes onboarding part of the engagement experience.

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