Asset-Map for Modern Advisors

A Smarter, Connected Experience

Seamlessly integrate Asset-Map into your existing tech stack. Eliminate redundancy and create a unified experience for clients and advisors.

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Built to Plug and Play

Asset-Map integrates easily with leading CRM, financial planning, and data aggregation tools. Let your systems talk to each other—and stop entering the same data twice.

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See Everything in One Place

Aggregate financial details across platforms into a single, intuitive view. Advisors and clients have one place to see what’s important and make informed decisions.

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Scale Your Advice Across Teams

Enable your entire team to deliver consistent, compliant advice experiences while maintaining firm-level oversight. Streamline workflows, reduce errors, and scale impact.

Enterprise Solutions for Your Firm

A Full Suite of Integration Partners

Deliver a seamless client experience by connecting Asset-Map with your favorite advisor tech tools. Our open architecture lets you integrate reports and sync data effortlessly with trusted partners.

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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.

Integrate with Ease

From data entry to decision-making, Asset-Map helps your tech work harder—so you don’t have to.

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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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