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Asset-Map review for financial advisors
By William Foster · Updated October 21, 2026
Verdict: Asset-Map is best for discovery meetings and visual client conversations. Pricing: From $149/mo. Skip it if you need deep cash-flow or estate modeling; pair it with full planning software.
How we review: this is an editorial summary of what Asset-Map publishes about its product and pricing, checked on October 21, 2026. We haven't run a hands-on test, we don't give star ratings, and vendors can't pay to change it.
At a glance
| Best for | Discovery meetings and visual client conversations |
|---|---|
| Category | Financial planning software |
| Starting price | From $149/mo |
| Free option | None listed |
| Pricing model | Published on the vendor's website |
| Website | www.asset-map.com/ |
What Asset-Map does
Asset-Map focuses on visual planning to make financial conversations easier for clients to understand, and says it is SOC 2 certified and integrates with common advisor tools.
Key capabilities, per Asset-Map
- Visual map of a client's financial life on one page
- Elite adds a white-labeled platform and customized data gathering
- Firm plans add practice insights and data migration
Good fit if
You want discovery meetings and visual client conversations.
We recommend it for: solo advisors, CFPs, financial planners.
Skip it if
You need deep cash-flow or estate modeling; pair it with full planning software.
What to check before you buy
- Annual billing is cheaper than monthly.
- Decide whether white-labeling (Elite) matters to you.
- Check integrations with your CRM.
- Have your compliance team review data handling and recordkeeping before any client data goes in.
How Asset-Map compares on price
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Asset-Map | From $149/mo | None listed | Pricing details |
| RightCapital | From $149.95/advisor/mo | 14-day trial offered. | Pricing details |
| eMoney Advisor | Contact vendor | None listed | Pricing details |
| MoneyGuide | From $175/advisor/mo | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
Asset-Map vs RightCapital · Asset-Map vs eMoney Advisor · Asset-Map vs MoneyGuide · All Asset-Map alternatives
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FAQ
Is Asset-Map good for financial advisors?
It's a strong fit for discovery meetings and visual client conversations. Visual financial planning software that maps a client's financial life on one page.
What are Asset-Map's main features?
Visual map of a client's financial life on one page. Elite adds a white-labeled platform and customized data gathering. Firm plans add practice insights and data migration.
Who should not use Asset-Map?
You need deep cash-flow or estate modeling; pair it with full planning software.
How much is Asset-Map?
From $149/mo as of October 21, 2026. See the full plan list on our Asset-Map pricing page.