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Asset-Map

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What is Asset-Map?

Asset-Map is a software for financial advisors that enables a visual representation of their clients' finances. It assists in planning and monitoring financial goals and allows for proactive advising. The main functions are creating asset maps, tracking progress, and intuitive searching and filtering. The pricing model is not explicitly stated.

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This is how users rate the product

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Ease of use

Financial Wellness

Average: 8.4

Meets requirements

Financial Wellness

Average: 9.1

Customer Support

Financial Wellness

Average: 8.4

Ease of setup

Financial Wellness

Average: 7.2

Global features

Setup & support

Cloud

On-premise

24/7 support

German-speaking support

Data Privacy

Server location DE

Server location EU

Only EU companies affiliated

EU standard contract

Versions

Free version

Free trial

Asset-Map Pricing

Pricing details

Last edited: February 2025

Professional

$149.00/ Month

Know Your Client

Analysis + Advice

Growth + Success

Present + Collaborate

Elite

$199.00/ Month

Beinhaltet alles Professionelle

White-Labeled Platform

Enhanced Relationship Management

White-Glove Support + Training

Customized Data Gathering

Firm

Upon request

Zu den firmenspezifischen Vorteilen gehören alle Professional oder Elite

Praxismanagement

Datenmigration + Support auf Firmenebene

Mengenrabatte

firmenspezifisches Branding + Discovery

Practice Insights + Analytics

Demo version

Asset-Map Reviews (0)

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