Best AI for AdvisorsDisclosure: Some links on this page may be affiliate links, which means we may earn a commission at no extra cost to you. Listings are independent and sponsored placements are always labeled. Learn more.
Asset-Map
In one line: Visual financial planning software that maps a client's financial life on one page.
| Best for | Discovery meetings and visual client conversations |
|---|---|
| Category | Financial planning software |
| Free option | Not confirmed; check vendor site |
| Pricing | From $149/mo · See all plans (as of October 21, 2026) |
| Website | www.asset-map.com/ |
| Last checked | October 21, 2026 |
What it 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.
Asset-Map review · Asset-Map pricing · Asset-Map alternatives
Get a Asset-Map demo
Tell us a little about your firm and we'll pass your request to Asset-Map's team. Free, no obligation.
Alternatives to Asset-Map
RightCapital
Advisors who want intuitive planning tools
eMoney Advisor
Comprehensive, cash-flow-based planning
Compare: Asset-Map vs RightCapital · Asset-Map vs eMoney Advisor · Asset-Map vs MoneyGuide
Related guides
FAQ
What is Asset-Map?
Visual financial planning software that maps a client's financial life on one page.
Who is Asset-Map best for?
Discovery meetings and visual client conversations. It is in our financial planning software category.
How much does Asset-Map cost?
As of October 21, 2026, Asset-Map's website lists: Professional, $149/month, or $1,699/year; Elite, $199/month, or $2,269/year; Firm (3+ advisors), Custom pricing.
What are alternatives to Asset-Map?
RightCapital, eMoney Advisor.