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List price does not include any applicable state or local taxes that will be applied at time of purchase.




What is Asset-Map ®?

Asset-Map is a SaaS solution that provides Advisors with a dynamic and highly effective client engagement process along with tools for client profiling. Created by successful financial professionals, Asset-Map facilitates more comprehensive fact-finding to meet ‘Know Your Client’ (KYC) regulatory initiatives and uncover details important to the Client for making informed financial decisions.

It has positively impacted the advice and sales experience for thousands of Financial Professionals and improved the decision-making process for hundreds of thousands of households to date.

How is Asset-Map Platform used?

The Asset-Map solution guides client meetings in-person or 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 financial decisions and introduce appropriate strategies into the discussion.

Do you offer enterprise pricing?

Yes, Asset-Map offers enterprise pricing with volume discounts for larger groups. Please contact us today to learn more.

Who USES the Asset-Map solution?

Financial Professionals from a variety of disciplines, including financial planners, RIAs, insurance agents, and tax/legal professionals all use Asset-Map with their Clients. Asset-Map works with independent practitioners and large global financial services firms and their Advisors.

How is Asset-Map priced?

Asset-Map offers two SaaS-based solutions: Asset-Map Essentials and Asset-Map Pro. Essentials has the core functionality of Asset-Map without financial planning goals—based analyses called Target-Maps. Pro contains all the features designed for the typical Financial Professional. Both feature an annual subscription with monthly or annual billing.


Yes, Asset-Map offers a 30-day money-back guarantee. You can cancel your Asset-Map subscription and receive a full refund provided you have completed the Asset-Map SmartStart session and we receive your request for cancellation within 30-days of your original purchase date.