Reimagine Financial Planning with Clear Visuals & Confidence
See every account. Reveal every opportunity.
Drive smarter financial conversations.
Drive smarter financial conversations.
Why Asset-Map
The Financial Picture Worth a Thousand Decisions
Advisors, firms, and households use Asset-Map to turn scattered numbers into clear visuals — empowering clients to understand where they stand and take action with confidence.
With Asset‑Map, you get:
- Clean, easy‑to-digest visuals that foster honest, full disclosure of assets — not just managed accounts.
- A simple, intuitive interface that helps advisors and clients collaborate meaningfully.
- The ability to swiftly identify financial gaps, opportunities, and long-term planning priorities.
“When we offer Asset-Map to our clients, and ask for all their accounts to make sure it’s an accurate snapshot - they’re much more likely to provide us with ALL their accounts, not just the ones we manage.
It’s clean. It’s simple. It’s powerful.”
Choose Your Planning Solution
Try Asset-Map risk-free for 30 days supported by our exclusive money-back guarantee and award-winning success team. All plans are annual term commitments.
Professional
$149
/month
Our core solution transforms spreadsheet meetings into visual financial planning breakthroughs.
Professional features include:
Know Your Client
NEW
Analysis + Advice
NEW
Present + Collaborate
Growth + Success
Elite
MOST POPULAR
$199
/month
Deliver a premium branded experience with customized reports, marketing and growth support.
Includes all of Professional, PLUS:
White-Labeled Platform
NEW
Customized Data Gathering
Enhanced Relationship Management
White-Glove Support + Training
Firm
BEST VALUE
Let's Talk
Get custom pricing and maximum savings when you bring your entire team of 3+ advisors.
Firm specific benefits include all of Professional or Elite, PLUS:
Practice Management
Practice Insights + Analytics
NEW
Firm-Specific Branding + Discovery
Data Migration + Firm-Level Support
Volume Discounts
Professional
$1,699
/year
Our core solution transforms spreadsheet meetings into visual financial planning breakthroughs.
Professional features include:
Know Your Client
NEW
Analysis + Advice
NEW
Present + Collaborate
Growth + Success
Elite
MOST POPULAR
$2,269
/year
Deliver a premium branded experience with customized reports, marketing and growth support.
Includes all of Professional, PLUS:
White-Labeled Platform
NEW
Customized Data Gathering
Enhanced Relationship Management
White-Glove Support + Training
Firm
BEST VALUE
Let's Talk
Get custom pricing and maximum savings when you bring your entire team of 3+ advisors.
Firm specific benefits include all of Professional or Elite, PLUS:
Practice Management
Practice Insights + Analytics
NEW
Firm-Specific Branding + Discovery
Data Migration + Firm-Level Support
Volume Discounts
Choose Your Planning Solution
Try Asset-Map risk-free for 30 days suported by our exclusive money-back guarantee and award winning success team.10% discount reflected below for advisors joining us from the Efficient Advisor Podcast. Toggle to select payment option. All plans are annual term commitments.
Professional
$149
/month
Our core solution transforms spreadsheet meetings into visual financial planning breakthroughs.
Professional features include:
Know Your Client
NEW
Analysis + Advice
NEW
Present + Collaborate
Growth + Success
Elite
MOST POPULAR
$199
/month
Deliver a premium branded experience with customized reports, marketing and growth support.
Includes all of Professional, PLUS:
White-Labeled Platform
NEW
Customized Data Gathering
Enhanced Relationship Management
White-Glove Support + Training
Firm
BEST VALUE
Let's Talk
Get custom pricing and maximum savings when you bring your entire team of 3+ advisors.
Firm specific benefits include all of Professional or Elite, PLUS:
Practice Management
Practice Insights + Analytics
NEW
Firm-Specific Branding + Discovery
Data Migration + Firm-Level Support
Volume Discounts
Professional
$142
/mo
Our core solution transforms spreadsheet meetings into visual financial planning breakthroughs.
Professional features include:
Know Your Client
NEW
Analysis + Advice
NEW
Present + Collaborate
Growth + Success
Elite
MOST POPULAR
$189
/mo
Deliver a premium branded experience with customized reports, marketing and growth support.
Includes all of Professional, PLUS:
White-Labeled Platform
NEW
Customized Data Gathering
Enhanced Relationship Management
White-Glove Support + Training
Firm
BEST VALUE
Let's Talk
Get custom pricing and maximum savings when you bring your entire team of 3+ advisors.
Firm specific benefits include all of Professional or Elite, PLUS:
Practice Management
Practice Insights + Analytics
NEW
Firm-Specific Branding + Discovery
Data Migration + Firm-Level Support
Volume Discounts