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Asset-Map alternatives for financial advisors
Short answer: The closest alternatives to Asset-Map are RightCapital (best for advisors who want intuitive planning tools), eMoney Advisor (best for comprehensive, cash-flow-based planning), MoneyGuide (best for goals-based planning conversations). Asset-Map itself is best for discovery meetings and visual client conversations.
Asset-Map: Visual financial planning software that maps a client's financial life on one page. See the full Asset-Map overview or all financial planning software tools.
Asset-Map starts at
Lowest published starting price
RightCapital: From $149.95/advisor/mo
Alternatives with a free option
RightCapital
Why advisors look beyond Asset-Map
- Annual billing is cheaper than monthly.
- Decide whether white-labeling (Elite) matters to you.
- Check integrations with your CRM.
- Not a fit if: You need deep cash-flow or estate modeling; pair it with full planning software.
3 alternatives to Asset-Map
| Tool | Best for | Starting price | Free option | Link |
|---|---|---|---|---|
| RightCapital Financial planning software focused on ease of use and client engagement. | Advisors who want intuitive planning tools | From $149.95/advisor/mo | 14-day trial offered. | Visit ↗ |
| eMoney Advisor Financial planning software for advisors, planners and RIAs. | Comprehensive, cash-flow-based planning | Contact vendor | None listed | Visit ↗ |
| MoneyGuide Envestnet's goals-based financial planning software. | Goals-based planning conversations | From $175/advisor/mo | None listed | Visit ↗ |
Checked against vendor websites on October 21, 2026. List prices as of October 21, 2026; prices change often, so confirm on each vendor's site.
How to choose
- Choose RightCapital if you want advisors who want intuitive planning tools.
- Choose eMoney Advisor if you want comprehensive, cash-flow-based planning.
- Choose MoneyGuide if you want goals-based planning conversations.
- Before you switch, list the integrations you rely on today and ask each vendor to confirm them in writing, then have compliance review data handling.
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FAQ
What is the best alternative to Asset-Map?
It depends on what you need. RightCapital is best for advisors who want intuitive planning tools; eMoney Advisor is best for comprehensive, cash-flow-based planning; MoneyGuide is best for goals-based planning conversations.
Why look for a Asset-Map alternative?
Common reasons are integrations with the rest of your stack, firm size, features and price. Asset-Map is best for discovery meetings and visual client conversations, so if that isn't you, compare the options below.
How much do Asset-Map alternatives cost?
As of October 21, 2026, published starting prices are: RightCapital From $149.95/advisor/mo; MoneyGuide From $175/advisor/mo. eMoney Advisor doesn't publish pricing. Asset-Map is From $149/mo.