Asset-Map pricing, reviews and more.
13 reviews
Asset-Map combines design thinking and personal finance to produce graphically-rich Asset-Maps that display a client’s complete financial picture with clarity.
What is Asset-Map?
Using Asset-Map with a client is proven to strengthen the advisor/client relationship, drive compliance, increase engagement, uncover opportunities and ultimately improve planning for the future.
What tech stack does Asset-Map use?
Squarespace
Stimulus
Amazon Web Services
HubSpot Analytics
Google Font API
Facebook
jQuery
YUI
Typekit
Modernizr
Matomo Analytics
Linkedin Insight Tag
HubSpot
Google Tag Manager
Google Analytics
Facebook Pixel
AdRoll
Google Workspace
Asset-Map pricing plans
Asset-Map Pro
$123/month
Includes all of Essentials, plus Target-Map PV Funding Reports, cash flows FV distribution details, retirement funding templates, education funding templates, loss of life templates, long-term disability templates, long-term care templates, custom funding scenarios, and finacial priority summaries.
Asset-Map Essentials
$94/month
Asset-Map essentials includes Asset-Map Reports, personalized branding, templates, direct-to-consumer fact finder, integrations, case sharing and collaboration, book of business mining, balance sheets, policy summaries, beneficiary report, Asset-Map Marker, and more.