Choose Your Planning Solution
Try Asset-Map risk-free for 30 days supported by our exclusive money-back guarantee and award winning success team. Toggle to select payment option and unlock additional savings. All plans are annual term commitments.
Pay Annually
Pay Monthly
Professional
-
Our core solution, designed to take your financial planning conversations to the next level. Professional features include:
-
Know Your Client NEW FEATURES
-
Analysis + Advice NEW FEATURES
-
Present + Collaborate
-
Growth + Success
Elite
-
Customize Asset-Map to your practice with branded reports, marketing and support designed to help grow your business. Includes all of Professional, PLUS:
-
White-Labeled Platform NEW FEATURES
-
Customized Data Gathering
-
Enhanced Relationship Management
-
White-Glove Support + Training
FIRM
-
Features for teams of three or more advisors. Unlock maximum level discounts when purchasing for all advisors in your firm. Firm specific benefits include all Professional or Elite, PLUS:
-
Practice Management
-
Practice Insights + Analytics NEW FEATURES
-
Firm-Specific Branding + Discovery
-
Data Migration + Firm-Level Support
-
Volume Discounts
Questions? Call us at 888-664-8850 (ext. 1)
*List price does not include any applicable state or local taxes that will be applied at time of purchase.
Visit our FAQ page or contact sales@asset-map.com for inquiries.
