Asset-Map
Holistic planning across life stages in one powerful visual platform
Asset-Map is visual financial planning software designed for advisors. It simplifies complex data to spark meaningful client conversations.
| Best for | Financial advisors and firms |
| Website | asset-map.com |
Company facts
| Social profiles | LinkedIn, X, Facebook, YouTube |
Facilities and features
- 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
Strengths and trade-offs
- The product creates visual reports that simplify complexity and spark meaningful conversations.
- Asset-Map gathers key client data quickly without requiring logins or friction.
Appears in
How Asset-Map ranks
#4 in Best wealth management software
How the score is made up: Evidence on its own site 20; How complete its published information is 14; Fit to this ranking's criteria 40; Buying information on its own site 12.
“Holistic planning across life stages in one powerful visual platform. Better Presentations”Asset-Map, own website
Alternatives to Asset-Map
 PreciseFPAI-enabled data gathering built for financial advisors | #1 in Best wealth management software | 98.0 |
 NitrogenEngage clients, win business, and retain fearless investors | #2 in Best wealth management software | 90.0 |
 eMoney AdvisorEverything you need for every stage of advice. | #3 in Best wealth management software | 88.0 |
 AddeparTransform wealth operations with data and native AI | #5 in Best wealth management software | 84.0 |
 AssetBookPortfolio management and reporting software advisors actually want to use | #6 in Best wealth management software | 84.0 |
 EnvestnetAdaptive WealthTech platform for advisors | #7 in Best wealth management software | 84.0 |
Questions about Asset-Map
Who is Asset-Map best for?
Asset-Map is best for financial advisors and firms.
Where does Asset-Map rank?
Asset-Map is ranked #4 in Best wealth management software (Lister Score 86.0).
What are the best alternatives to Asset-Map?
The closest alternatives on Lister are PreciseFP (#1 in Best wealth management software), Nitrogen (#2 in Best wealth management software) and eMoney Advisor (#3 in Best wealth management software).
Is this your company?
Claim Asset-Map to suggest corrections to its listing (pricing, features, details) or ask about an enhanced profile. We review every claim before anything changes.