Build interactive financial inventories in minutes, ready for digital presentation to households of any complexity or net worth.
7,000+ professionals worldwide$1.5T in instruments mapped
Visual financial planning your team adopts fast
Asset-Map turns complex financial data into clear visual reports. Get your advisors up to speed quickly and start having better client conversations today.
See how fast your team can start mapping.
1.25M+People mapped
$1.5TFinancial instruments mapped
7,000+Professionals worldwide
60,000xFaster image processing than text
Capabilities
Everything your team needs for fast adoption
Asset-Map balances data accuracy with the need for quick visualization, making it easy for new advisors to become 2x more successful over time.
Asset-Map Reports
Build interactive financial inventories in minutes, ready for digital presentation to households of any complexity or net worth.
Signals Framework
Uses industry-standard algorithms to highlight financial risks quickly, accelerating planning feedback.
Target-Map Projections
Uses present value calculations for goal funding and cashflow analysis to project financial impacts.
Relationship Maps
Reveal household family dynamics to build trust with all family members and facilitate inclusive planning.
Team Collaboration
Unlock advisor intelligence across your firm with features designed for team collaboration and shared insights.
Discovery Tool
Collect client data quickly with a direct-to-prospect tool and industry integrations, reducing manual data entry.
Approved and used by leading firms
LPL FinancialRaymond JamesCambridge Investment ResearchCommonwealthCharles SchwabCetera Advisor Networks
Results
Real results from advisory firms
“Summit Wealth Group recouped 1,800 working hours using Asset-Map.”
“CIC Wealth boosted AUM by $290M with Asset-Map's help.”
“Forefront Wealth Partners increased conversion rates by 40% using Asset-Map.”
How we compare
Asset-Map vs. traditional planning tools
Asset-MapTraditional Tools
Visual-first approach to financial planning✓×
Build interactive reports in minutes✓×
Designed for digital presentation✓×
Reveals household family dynamics✓×
Processes images 60,000x faster than text✓×
How it works
Get your team mapping in four simple steps
Start fast and see the difference within weeks.
Collect client data
Use the direct-to-prospect Discovery Tool and industry integrations to gather client information quickly.
Build the Asset-Map
Create interactive financial inventories in minutes, balancing data accuracy with quick visualization.
Reveal household dynamics
Use Relationship Maps to show family dynamics and facilitate better advisor-client conversations.
Accelerate feedback
Run Signals and Target-Maps to highlight risks and project goal funding for smarter financial decisions.
Ready when you are
Start mapping finances faster today
Join over 7,000 professionals worldwide using Asset-Map to deliver more human, conversational advice.
Book a call→