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Product
PRODUCT
Features
Integrations
Partners
Privacy
ASSET-MAP FEATURES
Asset-Map Report
Visual reports that simplify complexity and spark more meaningful conversations.

Client Portal
Clients can securely view and engage with their financial landscape anytime.

Signals
Proactively identify areas that need attention using smart indicators.

Features Overview
See all the ways Asset-Map can help you serve your clients.

Discovery Interview
Guide conversations with structured questions to capture key data faster.

Drafts
Sketch out potential scenarios before finalizing recommendations.

Stencils™
Easily apply templates that reflect common household types and client segments.

Priorities
Uncover your client’s “why,” build trust, and connect money decisions to goals.

Relationships
Relationship Maps reveal the “who” behind your client’s “why” for better planning.

Elite
Stand out with consistent visuals and a look that matches your firm’s identity.

Target-Maps
Visualize goals and priorities to align your team and your clients.
Location
Know how assets are taxed before clients spend them.
Integrations
Integrating with the Best in Financial Technology
We're proud to partner with an outstanding group of financial technology application firms who are aligned with our mission. These include technology peers, industry organizations, and planning networks.
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PARTNERS
An Advice Engagement
We believe in uniting human advice with powerful technology—and we’d love to partner with like-minded organizations. Whether you're a company exploring integration or a non-profit expanding your reach, let’s connect.
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PRivacy Policy
Your Data, Protected by Design
We’re committed to safeguarding your information, respecting your privacy, and complying with the highest security standards — including SOC 2 — so you can use Asset-Map with full confidence.
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Platform
PLATFORM
By Goal
By Challenge
By Size
BY GOAL
Comprehensive Financial Planning
Holistic planning across life stages in one powerful visual platform.
Better Presentations
Present clearly with visuals that drive action and reduce confusion.
Faster Onboarding
Gather key client data in minutes without logins, forms, or friction.
Tech Stack Integration
Connect Asset-Map with your tech tools for a seamless unified experience.
BY Challenge
Complexity Paralysis
Simplify complex finances instantly and prioritize actions with visual clarity.
Multi-Generational Conversations
Bridge generations with one map and start conversations that last.
Engaging the Under-Engaged
Get buy-in from silent partners using visuals everyone can understand.
Demonstrating my Advisor Alpha
Show your unique value visually beyond returns and generic advice.
BY SIZE
Individual (1-2 Seats)
Flexible tools made for solo advisors and small firms.
Firm (3-50 Seats)
Collaborative solutions built to empower growing teams.
Enterprise (50+ Seats)
Enterprise-grade performance for national firms and big ambitions.
Pricing
About
about
Our Story
Customer Stories
Meet The Team
Careers
Contact
our story
Our Story Is About Focusing on What Matters
Asset-Map is used by thousands of professionals worldwide to visualize clients' financial picture and promote better guidance conversations. Learn more about how it all started.
Discover Our Journey
CUSTOMER STORIES
Real Advisors, Real Results with Asset-Map
Hear straight from the people who use and love Asset-Map reports every day. Here’s how some of our advisors are strengthening client relationships through the technology they use.
Read All Customer Stories
MEET THE TEAM
Meet the Minds Behind Asset-Map
We’re a team of strategists, former financial advisors, fintech geeks, and storytellers who ask tough questions to solve complex problems. What do we all have in common? Curiosity and determination to get us to our shared goal: making a positive impact on the financial lives of people around the world. Oh, and a shared love of poké bowls.
Get to Know Us
CAREERS
Shape the Future
of FinTech
Are you ready to shape the future of financial technology in and improve the lives of thousands of people along the way?
See Available Positions
CONTACT
Contact Us
Mailing Address:
533 East Girard Avenue
Suite 99114
Philadelphia, PA 19125
Sales
sales@asset-map.com‍
Customer Support
888-664-8850
support@asset-map.com
Send Us a Message
Resources
RESOURCES
Insights
Training & Support
Webinars
Store
Refer a Friend
FAQ
INSIGHTS
Asset-Map Insights
Get insights on how to strengthen client relationships, create illuminating conversations, and build a financial services business for the future. You can find that and much more in our most recent blog articles.
Explore Our Latest Insights
Training & Support
Training & Support
Cost-free training to get you up and running quickly!

Growth Studio
The Growth Studio is where advisors go to grow. Everything you need to engage clients, win prospects, and expand your practice.
Asset-Map University
Self-directed online courses to help you understand Asset-Map at the deepest levels.
Smart Start Training
Ideal for new users, this session covers the platform from A-Z.
Asset-Map Boot Camp
Virtual, in-depth, three-day training event focused on the concerns of an individual advisory practice.
Target-Maps Training
Dives deeper into a vital part of the platform, Target-Maps.
Monthly Accelerate Trainings
We helping our community grow by sharing usable techniques while giving you the tools needed.
Custom Training Request
Custom training options designed specifically for larger groups, firms, and enterprises.
Webinars
Webinars
Join us as we dig deeper into best practices and strategies that help Asset-Map professionals in every client interaction.
Explore Webinars
store
Asset-Map Online Store
Show the world your love for Asset-Map with custom branded swag!
Shop Now
refer a friend
Share Asset-Map,
Earn Rewards
Introduce a colleague to Asset-Map and you’ll both receive a $50 Amazon gift card after their subscription.
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faq
Frequently Asked Questions
Explore how Asset-Map empowers financial professionals with visual clarity and collaborative tools.
Check All Questions
Regions
UK & EUROPE
Empowering UK & Europe Advisors with Visual Financial Planning
Empower your clients with intuitive, interactive tools designed for the UK & Europe financial landscape.
Learn More
AFRICA & MIDDLE EAST
Empowering Africa & Middle East Advisors with Visual Financial Planning
Empower your clients with intuitive, interactive tools designed for the Africa & Middle East financial landscape.
Learn More
INDIA & ASIA PACIFIC
Empowering India & Asia Pacific Advisors with Visual Financial Planning
Empower your clients with intuitive, interactive tools designed for the India & Asia Pacific financial landscape.
Learn More
REGIONS
UK & Europe
Africa & Middle East
India & Asia Pacific