---
description: Review of Asset-Map Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
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title: Asset-Map | Reviews, Pricing & Demos - SoftwareAdvice GB
---

Breadcrumb: [Home](/) > [Financial Management Software](/directory/3401/financial-management-system/software) > [Asset-Map](/software/499043/Asset-Map)

# Asset-Map

Canonical: https://www.softwareadvice.co.uk/software/499043/Asset-Map

> Asset-Map is a financial planning software platform that organizes complex financial information into clear, one-page visual reports. It is used by financial advisors in broker-dealers, registered investment advisory firms, hybrid RIAs, and banking institutions globally. The software is designed to simplify financial discussions and address challenges such as managing complex information, multi-generational planning, and involving all household members in financial decisions.

The platform features Asset-Map Reports, which provide a single-page overview of a client's financial situation. Relationship Maps identify individuals connected to a client’s financial life. The Priorities tool captures client goals and motivations. Target-Maps illustrate financial objectives and timelines. The Discovery Interview feature uses structured questions to gather essential client data. Signals highlight potential risks and gaps in financial plans. A Client Portal allows clients to securely access their financial information.

The platform is SOC 2 Type II certified and uses bank-level encryption to safeguard client data. It is designed to meet FINRA and SEC compliance standards for financial advisors. The software is available for individual advisors, growing firms, and large enterprises, supporting practices of various sizes across regions such as North America, Europe, Africa, the Middle East, and Asia Pacific.
> 
> Verdict: Rated **5.0/5** by 1 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 1 Reviews |
| Ease of Use | 5.0/5 | Based on overall reviews |
| Customer Support | 5.0/5 | Based on overall reviews |
| Value for Money | 5.0/5 | Based on overall reviews |
| Features | 5.0/5 | Based on overall reviews |
| Recommendation percentage | 100% | (10/10 Likelihood to recommend) |

## About the vendor

- **Company**: Asset-Map

## Commercial Context

- **Starting Price**: US$142.00
- **Pricing model**: Per User (Free Trial)
- **Target Audience**: 2–10, 11–50, 51–200, 201–500
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Windows (On-Premise), Linux (On-Premise), Chromebook (Desktop)
- **Supported Languages**: English
- **Available Countries**: Albania, Algeria, Andorra, Angola, Argentina, Austria, Belarus, Belgium, Benin, Bolivia, Bosnia & Herzegovina, Botswana, Brazil, Bulgaria, Burkina Faso, Burundi, Cameroon, Cape Verde, Central African Republic, Chad and 104 more

## Features

- "What If" Scenarios
- Consolidation/Roll-Up
- Customisable Reports
- Data Visualisation
- Financial Analysis
- Financial Reporting
- Planning Tools
- Risk Management
- Visual Analytics

## Integrations (11 total)

- Addepar
- Box
- Envestnet | MoneyGuide
- Google Drive
- Morningstar Direct
- Nitrogen
- ORION
- PreciseFP
- Redtail CRM
- Wealthbox
- eMoney Advisor

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [Financial Management Software](https://www.softwareadvice.co.uk/directory/3401/financial-management-system/software)

## Alternatives

1. [QuickBooks Online](https://www.softwareadvice.co.uk/software/393202/quickbooks-online) — 4.3/5 (8426 reviews)
2. [PayPal](https://www.softwareadvice.co.uk/software/104664/paypal) — 4.6/5 (26363 reviews)
3. [FreshBooks](https://www.softwareadvice.co.uk/software/135928/freshbooks) — 4.5/5 (4511 reviews)
4. [Agicap](https://www.softwareadvice.co.uk/software/437138/agicap) — 4.3/5 (161 reviews)
5. [Xero](https://www.softwareadvice.co.uk/software/2976/xero) — 4.4/5 (3285 reviews)

## Reviews

### "Visual Financial Planning" — 5.0/5

> **Derek** | *21 June 2022* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: Asset Map is simple yet powerful.  We are wired to learn visually, AM helps advisors and clients visualize their money.
> 
> **Cons**: Nothing, it's a great tool that I have found great value in.

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/499043/Asset-Map)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/499043-Asset-Map/> |
| en-AU | <https://www.softwareadvice.com.au/software/499043/Asset-Map> |
| en-GB | <https://www.softwareadvice.co.uk/software/499043/Asset-Map> |
| en-IE | <https://www.softwareadvice.ie/software/499043/Asset-Map> |
| en-NZ | <https://www.softwareadvice.co.nz/software/499043/Asset-Map> |

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