Asset-Map
Holistic planning across life stages in one powerful visual platform
Ranked #4 in Best wealth management software.
Asset-Map is visual financial planning software designed for advisors. It simplifies complex data to spark meaningful client conversations.
At a glance
| Best for | Financial advisors and firms |
From Asset-Map's own website.
Company facts
| Social profiles | LinkedIn, X, Facebook, YouTube |
Facilities and features
Its website also mentions:
- Published pricing
- Integrations
- SOC 2
What stands out
The product creates visual reports that simplify complexity and spark meaningful conversations.
“Visual reports that simplify complexity and spark more meaningful conversations. Client Portal”Asset-Map, own website
Asset-Map gathers key client data quickly without requiring logins or friction.
“Gather key client data in minutes without logins, forms, or friction. Tech Stack Integration”Asset-Map, own website
How it ranks
Asset-Map is ranked 4th of 10 in Best wealth management software (Lister Score 86.0).
#4 in Best wealth management software · Lister Score 86.0
Creates visual reports that simplify complexity and spark meaningful conversations.
How the score is made up: fit to this ranking's criteria 40; evidence on its own site 20; how complete its published information is 14; buying information on its own site 12.
“Holistic planning across life stages in one powerful visual platform. Better Presentations”Asset-Map, own website
| Rank | Best wealth management software | Score |
|---|---|---|
| 1 | PreciseFP | 98.0 |
| 2 | Nitrogen | 90.0 |
| 3 | eMoney Advisor | 88.0 |
| 4 | Asset-Map | 86.0 |
| 5 | Addepar | 84.0 |
| 6 | AssetBook | 84.0 |
| 7 | Envestnet | 84.0 |
| 8 | Blueleaf | 80.0 |
| 9 | Orion Advisor Solutions | 80.0 |
| 10 | SS&C Advent | 76.0 |
Frequently asked questions
How does Asset-Map rank on Lister?
Asset-Map is ranked 4th of 10 in Best wealth management software (Lister Score 86.0).