Transform Your Client Meetings with the Financial Planning Solution That's Guaranteed to Impress

“Asset-Map, whether in a complementary role or as a planning engine on its own, achieved the highest rating in the category.”

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A Better Way to Make Financial Decisions

See the facts.

An Asset-Map visually organizes all of a household’s finances in a clear graphical layout, allowing advisors to apply their professional insight in real-time.

Track progress.

Define a household’s most important financial priorities and track their progress with interactive Target-Maps.

Be proactive.

Intuitively search and filter an entire advisory practice by staying on top of households that need attention unlike ever before.

The Financial Advice Journey Starts with Asset-Map

Provide a comprehensive advice experience that engages clients from start to finish and empowers them to make better decisions by getting on the same page - literally.

Discovery Interview

Collect Data Where People Live (Mobile Device)

Our direct-to-consumer Discovery Interview helps streamline the collection of high-level household data and their concerns to pre-build their Asset-Map Report. By involving clients early in the fact-finding process, financial advisors can be better prepared to set clear goals and expectations from the first time they interact.


Connect with your Favorite Partner Solutions

Give clients an experience that combines the best of all the advisor technology solutions you use to help them make better financial decisions. With our open architecture approach to integration, you can integrate a client's Asset-Map into other technology solutions, as well as sync additional information to Asset-Map Platform from our partners.

Asset-Map Report

A Financial Picture is Worth a Thousand…

An Asset-Map Report is a visual experience that displays all of a household’s members, entities, financial assets, liabilities, cash-flows, and insurance policies. This provides an advisor with a straight-forward way to quickly address gaps in a financial plan as well as uncover new opportunities to elevate their clients’ condition.


Use Peer Demographics to Personalize Fact-Finding

Facilitate more productive discussions by overlaying a ‘demographic’ or ‘time-of-life’ Stencil to a household’s Asset-Map. The Stencil adds suggestions for typical financial instruments that a household’s peers may have to make it easier for financial advisors to elevate their condition.


Continuous Tracking of Financial Progress and Priorities

A Target-Map helps financial advisors and their clients  in mere moments and then track their progress (and required actions). Common templates include Retirement, Education, Loss of Life, Disability and Long-term Care.

Household Index

Data Transparency Unlike Ever Before

In order to help financial advisors and firms have a deeper understanding of their entire book of business, the Household Index allows for filtering and sorting of all households currently within your Asset-Map team. This dynamic reporting of financial parameters helps to better understand client segments and drive opportunities for targeted conversations.

Hear straight from the people who use and love Asset-Map every day. 

Asset-Map helps me have natural conversations with my clients that clearly communicate my experience and expertise to their financial situation.

Asset-Map has given me the confidence I need to pursue higher net-worth opportunities and provide the comprehensive advice those clients are looking for in an advisor.

I have never met an existing client or an interested prospect who is not impressed with Asset-Map.

Scale-Up your Productivity

New advisors who use Asset-Map increase their revenue by:

compared with their peers who do not use Asset-Map


Experienced advisors who use
Asset-Map increase their revenue by: 

compared with their peers who do not use Asset-Map



What is Asset-Map?

Asset-Map is a SaaS solution that provides financial advisors with a dynamic and highly effective client engagement process along with tools for client profiling. Created by successful financial professionals, Asset-Map facilitates comprehensive fact-finding to meet ‘Know Your Client’ (KYC) regulatory initiatives and uncover details important to the client for making informed financial decisions.

It has positively impacted the advice and sales experience for thousands of financial professionals and improved the decision-making process for hundreds of thousands of households to date.

How is Asset-Map Platform used?  

The Asset-Map solution guides in-person or remote client meetings to verify and explore the current household financial condition and decisions. It is often the foundation of a review meeting agenda and enables the financial professional to address the suitability of financial decisions and introduce appropriate strategies into the discussion.

Do you offer enterprise pricing?

Yes, Asset-Map offers enterprise pricing with volume discounts for larger businesses. Contact us today to learn more.

Does Asset-Map offer a money-back satisfaction guarantee?

Yes, Asset-Map offers a 30-day money-back guarantee. You can cancel your Asset-Map subscription and receive a full refund provided you have completed the Asset-Map SmartStart session and we receive your request for cancellation within 30-days of your original purchase date.

How is Asset-Map priced?  

Asset-Map offers two SaaS-based solutions: Asset-Map Essentials and Asset-Map Pro. Essentials has the core functionality of Asset-Map without financial planning goals—based analyses called Target-Maps.  Pro contains all the features designed for the typical Financial Professional.  Both feature an annual subscription with monthly or annual billing.

Who uses the Asset-Map solution?

Asset-Map serves financial professionals from a variety of disciplines, including financial planners, RIAs, insurance agents, and tax/legal professionals who all use Asset-Map with their clients. Asset-Map works with both independent practitioners and large global financial services firms and their advisors.

Engage Clients from Start to Finish with Asset-Map

Get your free demo and see how we can help your clients visualize their financial possibilities.

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Engage Clients from Start to Finish with Asset-Map

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A Better Way to Make Financial Decisions

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— T3 Advisor Software Survey

“Asset-Map, whether in a complementary role or as a planning engine on its own, achieved the highest rating in the category.”

— T3 Advisor Software Survey

Transform Your Client Meetings with the Financial Planning Solution That's Guaranteed to Impress

Flowers in Chania
  • Helped Jack more efficiently prepare for meetings
  • Better identified more qualified prospects
  • Helped with running financial needs analysis for retirement, loss-of-life, and many other situations
  • Impressed clients with aides that allowed them to see full financial picture that made intuitive sense
Flowers in Chania
  • Helped Molly communicate complex scenarios to clients
  • Supported her with efficient fact-finding
  • Improved wallet share as clients fill in their Asset-Maps and identify outside assets her team could manage
  • Helped her say goodbye to mediocre pie charts and bar charts that clients can't relate to
Flowers in Chania
  • Greatly supported in delivering consistent client experiences across all of Nick's advisors
  • Helped them reacclimate to each client's current situation instantly
  • Saved time as they can instantly see how every household member, liability, policy, and income source comes together without wasting time with notes, emails, paper trails