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.
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.
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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."
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."
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."
sophisticated yet simple for clients to understand."
Michael P. Gainer, AIF®
Partner, Integrated Financial Strategies, Inc.
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customer stories
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Integrate with Ease
From data entry to decision-making, Asset-Map helps your tech work harder—so you don’t have to.
