Frequently Asked Questions

Can’t find what you’re looking for? Our Customer Success team is here to help. Chat with us on the website, call 888-664-8850 (ext. 1),
or email support@asset-map.com. For a personalized walkthrough, we also recommend booking a demo to see the platform in action.

What is Asset-Map?

Created by successful financial professionals, Asset-Map is a software platform that empowers better and more collaborative financial conversations through simple, yet rich visual clarity. With clarity comes confidence for the informed decisions that improve your clients’ financial health and increase value for your business.
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Asset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 2.14 million people and $1.6 trillion in financial instruments.

Who uses Asset-Map?

Asset-Map serves financial professionals from a variety of disciplines, including financial planners, RIAs, insurance agents, and tax/legal professionals who all use Asset-Map reports with their clients. Asset-Map works with both independent practitioners and large global financial services firms and their advisors.

How is the Asset-Map platform used?

Know Your Client

Stay current on the who and what of your client’s financial life by utilizing our fact-finding interview, data capture, profiling, and data integration features.

Analysis + Advice

Plan + analyze your client’s goal funding + risks. Tax, estate, investment + retirement planning tools enable simple ways to model and translate the complex.

Present + Collaborate

Engage prospective and existing clients in and out of your meetings, present easy-to-digest advice, and collaborate on the path to financial security.

Ongoing Success

Insights, support, and quality training designed to help you succeed and grow. Your success is our success.

How is Asset-Map priced?

Asset-Map offers two pricing levels: Asset-Map Professional and Asset-Map Elite.

Professional is our core conversational financial planning solution and contains all of our main features.

Elite has all of the features of Professional, PLUS the ability to customize Asset-Map to your practice with branded reports, marketing and support designed to help grow your business.

Both solutions feature an annual subscription with monthly or annual billing.

Can I import my existing book of business into Asset-Map?

Yes, Asset-Map offers a professional service* to import all of your clients/households into the platform. Contact us today to learn more.

*In most cases, our team can import free of cost, however, extreme data sets may incur a standard professional services cost of $99 USD per hour.

Is there a money-back satisfaction guarantee?

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.

Do you offer enterprise pricing?

Yes, Asset-Map offers enterprise pricing with volume discounts for larger businesses.