Asset-Map - 2026 Pricing, Features, Reviews & Alternatives

Asset-Map is a visual financial planning software platform that enables financial advisors to present complex client data through interactive one-page diagrams. The platform serves professionals in broker-dealer operations, registered investment advisory firms, hybrid RIA models, and bank and credit union environments. Asset-Map has been adopted by thousands of advisors worldwide and has captured the financial profiles of millions of individuals and trillions of dollars in instruments, establishing a shared framework for client conversations.

The platform’s core report consolidates a client’s assets, liabilities, income streams, expenses, insurance coverages, and account relationships into a single visual map. A guided interview module directs advisors through structured questions to capture essential client data efficiently. Priority mapping records client goals and links them to strategic recommendations while relationship diagrams highlight the individuals connected to a client’s financial world. Timeline and funding gap visualizations transform abstract objectives into trackable action plans and scenario modelling tools demonstrate potential outcomes before implementation. Preconfigured templates reflect common household types and client segments and smart indicators identify potential risks and coverage gaps. A secure client portal grants access to the map for ongoing engagement and a branded presentation option aligns visual outputs with a firm’s identity.

Asset-Map features open-architecture integration with widely used financial planning systems, customer relationship management solutions, and portfolio management applications. Data synchronization across connected platforms streamlines workflows and reduces manual entry. The system meets SOC Two Type Two certification requirements and undergoes independent audits to ensure compliance with industry regulations. Bank-level encryption protects data during transmission and storage and platform architecture adheres to FINRA and SEC standards for handling confidential information.

Multiple support channels are available, including email assistance with one business-day response time, in-application live chat with a response time under ten minutes, phone support from a United States-based team, and one-on-one case review sessions. The training program offers self-directed online courses, foundational onboarding sessions, immersive multi-day boot camp workshops, specialized timeline visualization training, periodic advanced workshops, and custom training options for larger teams and enterprise deployments.