Platform Pricing

Start your 14-day Free Trial

Monthly

Annual

Asset-Map Pro

  $129/ mo

Billed Monthly

Single Advisor License

 

Start Free Trial

Enterprise

Contact Us 

To request a quote,

contact us at 888-664-8850

or email sales@asset-map.com.

Select Plan


White Labeling

Templates (Stencils)

Direct-to-consumer fact finder

Access to integrations

One-on-One case design

Disclosure Customization

Webinar Series


White Labeling

Templates (Stencils)

Direct-to-consumer fact finder

Access to integrations

One-on-One case design

Disclosure Customization

Webinar Series

Case Sharing and Collaboration

Practice Management Tools

Firm Activity and Insights

1x Staff License


Enterprise-grade security

Corporate account manager

Analytics and Activities

Single sign-on (SSO)

CRM Integration

Frequently Asked Questions

What is Asset-Map ® Platform?

Asset-Map Platform was created by successful financial professionals to help them visually display all the relevant facts that were part of a household’s financial decisions. Asset-Map has evolved into a client profiling and engagement process distributed in a SaaS environment. It has positively impacted the advice and sales experience for thousands of Financial Professionals and touched hundreds of thousands of households to date.

Do you have a free trial?

Asset-Map offers a free, 14-day trial for all users interested in trying our platform. 

How is Asset-Map Platform used?

Asset-Map Platform is used in client meetings in-person and remotely to verify and explore the current household financial condition and decisions. It is often the foundation of a review meeting agenda and enables the professional to address the suitability of these financial decisions and introduce appropriate strategies into the discussion.

Who licenses Asset-Map Platform?

Financial Professionals including investment advisors, insurance producers, financial planners and tax/legal professionals use Asset-Map with their clients. This includes large global financial services brands and small independent RIAs.

How is Asset-Map Platform priced?

Professional licenses are priced as a retail SaaS product and purchased in single or firm bulk units per advisor. Staff/Delegate licenses are included to support multi-tiered organizations. 

Do you have an enterprise plan?

Endorsement agreements contain breakpoints on volume of licenses at 50/250/500 and 1,000 seats and enterprise licenses are available. Additional HQ, compliance and managerial role licenses are available for oversight and user administration. 

"Using Asset-Map has doubled our firm's revenue in just over 2 years"

5-stars-red

"Asset-Map is the single-best software tool we have seen in 22 years. It allows our comprehensive planning team to offer a best-in-class experience that prospects and clients truly appreciate, 

- Mark, CFP/CLU from St. Louis, MO

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