Wealth & Private Banking › Financial Planning & Advice › Financial Planning Software
Asset-Map
Visual financial planning software that maps a household's full financial picture for advisor-client conversations.
Unclaimed — profile compiled by Finantrix editorsWork at Asset-Map? Claim this listing, free, to manage it yourself, add your logo and data sheet, and have buyer inquiries sent to your inbox. Sponsoring a buyer guide is separate, from $499 a year.Claim this listing
Overview
Asset-Map is financial planning software for advisors that presents a household's members, assets, liabilities, incomes and insurances as a single visual map. The format is designed to support clearer, more engaging guidance conversations rather than dense report output.
Used across wealth management, investment and insurance practices, Asset-Map serves as a complementary planning layer and connects with common advisor money-management tools to keep client information in one view.
Key Features
- + Visual household financial map of members, assets and liabilities
- + Consolidated view of incomes and insurance coverage
- + Client-friendly planning conversations and presentations
- + Identification of gaps and planning opportunities
- + Integrations with advisor money-management platforms
- + Collaboration across remote and in-person meetings
Integrations
Open APIFinancial planning toolsAccount aggregation providers
See something inaccurate or out of date? Let our editorial team know.