About Asset-Map
Asset-Map is a financial planning software from Asset-Map that visualizes clients' financial situations. It provides a comprehensive visual representation of assets, liabilities, and accounts, helping advisors and clients to understand their financial landscape. Users can easily create intuitive maps that layout their financial data, facilitating better discussions and decision-making. Asset-Map supports integration with various financial tools and systems, enabling efficient data import and management. This software is designed to assist financial advisors in delivering tailored advice based on a clear and organized overview of client finances. Key capabilities: Visual mapping of financial data Integration with financial tools Client engagement features Customizable reports Collaborative planning environment Best for: financial advisors that need to illustrate client portfolios effectively.
Asset-Map is the premier visual financial conversation tool that transforms complex household financial data into a single, easy-to-understand visual report. Its core value is bridging the communication gap between advisors and clients; by presenting all assets, liabilities, and insurance as a "map," it accelerates client comprehension and trust. The platform's Target-Map™ and Signals™ features effectively translate client goals into visual needs, driving immediate and impactful advice. While it is complementary to (rather than a replacement for) deep financial modeling tools like eMoney, its extensive integrations with leading CRM and planning software make it a seamless addition to any advisor's technology stack. Asset-Map is an essential tool for any financial professional seeking to enhance client engagement, uncover new opportunities, and strengthen their fiduciary documentation.
Pros & Cons
- +Provides a structured, efficient workflow for data gathering and documentation
- +Allows for seamless data flow
- +Translates complex, fragmented financial data into a single, intuitive, and visually engaging map
- −The compliance features are primarily geared toward the North American financial services industry
- −Initial data entry and ongoing maintenance are time-consuming for the advisor or their staff.
- −Steep learning curve for new users
Features
Key features
- The Asset-Map Report™ (Visual Map)
- Generates a graphically-rich, single-page visual map of a client's entire household, displaying all financial assets, liabilities, incomes, cash flows, and insurance policies for easy comprehension.
- Target-Map™ (Needs Analysis)
- An intuitive visual tool that allows advisors to define crucial financial priorities (like retirement income or college tuition) and instantly show the client their current coverage status against those goals.
- Know Your Client (KYC) Workflow
- Provides a structured, dynamic interview and data-gathering process that facilitates comprehensive fact-finding and helps advisors meet regulatory KYC requirements.
- Signals™ Integration
- A module that uses data to quickly identify and flag opportunities or risks within a client's portfolio, such as underinsured policies or asset gaps, to drive proactive guidance conversations.
Additional features
- Client Portal
- A secure portal that allows clients to view their Asset-Map and related documents, fostering transparency and collaboration.
- Multi-Factor Authentication (MFA)
- Secure login protocol to protect sensitive client financial data.
- Report Customization and White Labeling
- Allows advisors, especially those on the Elite plan, to brand their reports and platform with firm-specific logos and colors.
- Case Sharing and Collaboration
- Enables advisors within a firm or practice to securely share and collaborate on client cases.
- Comprehensive Report Center
- Generates various financial reports beyond the visual map, supporting compliance and due diligence requirements.
- Outbound Discovery Interview
- Tools to assist advisors in conducting effective initial client interviews to gather necessary information.
- Book of Business Sharing (Elite/Firm)
- Features that allow a firm to centrally manage and share client data among advisors, assisting with firm-level analytics and oversight.
- Notes and Documentation
- Provides a dedicated section to document important account details, purpose, and action items for each financial instrument.
Pricing
Monthly plans
Professional
USD 149
Countries & Languages
Interface languages
Billing currencies
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About Asset-Map
Asset-Map is a financial planning software from Asset-Map that visualizes clients' financial situations. It provides a comprehensive visual representation of assets, liabilities, and accounts, helping advisors and clients to understand their financial landscape. Users can easily create intuitive maps that layout their financial data, facilitating better discussions and decision-making. Asset-Map supports integration with various financial tools and systems, enabling efficient data import and management. This software is designed to assist financial advisors in delivering tailored advice based on a clear and organized overview of client finances. Key capabilities: Visual mapping of financial data Integration with financial tools Client engagement features Customizable reports Collaborative planning environment Best for: financial advisors that need to illustrate client portfolios effectively.
Asset-Map Details
Asset-Map's In-App Market Place
Does Asset-Map have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Professional
USD 149
Accepted Payment Currencies
USD ($)
Pros & Cons
- Provides a structured, efficient workflow for data gathering and documentation
- Allows for seamless data flow
- Translates complex, fragmented financial data into a single, intuitive, and visually engaging map
- The compliance features are primarily geared toward the North American financial services industry
- Initial data entry and ongoing maintenance are time-consuming for the advisor or their staff.
- Steep learning curve for new users
Asset-Map's Support Options
Asset-Map's Alternatives
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