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At a Glance
Market Segments
Small-Business (85.2% of reviews)
Small-Business (74.7% of reviews)
Entry-Level Pricing
$142.00 1 Seats Per Month
$65.00 3 User Per Year
Asset-Map
Star Rating
(122)4.8 out of 5
Market Segments
Small-Business (85.2% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$142.00 1 Seats Per Month
Browse all 3 pricing plansMaximizer
Star Rating
(657)4.0 out of 5
Market Segments
Small-Business (74.7% of reviews)
Pros & Cons
Entry-Level Pricing
$65.00 3 User Per Year
Browse all 3 pricing plansAsset-Map vs Maximizer
When assessing the two solutions, reviewers found Asset-Map easier to use, set up, and administer. Reviewers also preferred doing business with Asset-Map overall.
- Reviewers felt that Asset-Map meets the needs of their business better than Maximizer.
- When comparing quality of ongoing product support, reviewers felt that Asset-Map is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Asset-Map over Maximizer.
Pricing
Entry-Level Pricing
Asset-Map
Asset-Map Professional
$142.00
1 Seats Per Month
Our core solution, designed to take your financial planning conversations to the next level.
- Target-Map Planning Engine
- Target-Map Cashflow Details
- Discovery Interview for Prospecting and Fact-finding
Maximizer
Base Edition
$65.00
3 User Per Year
- Advanced Contact Management
- Lead & Opportunity Handling
- Task Management
Free Trial
Asset-Map
Free Trial is available
Maximizer
No trial information availableRatings
Meets Requirements
9.2
88
8.3
573
Ease of Use
9.3
91
7.9
579
Ease of Setup
9.4
34
7.7
318
Ease of Admin
9.1
15
7.9
195
Quality of Support
9.8
84
8.2
551
Has the product been a good partner in doing business?
9.8
15
8.1
193
Product Direction (% positive)
9.9
80
7.9
571
Features by Category
Sales Force Automation
Not enough data
8.3
416
|
Verified
Not enough data
7.0
221
Not enough data
7.4
319
|
Verified
Not enough data
7.9
394
|
Verified
Not enough data
6.4
216
|
Verified
Not enough data
7.7
355
|
Verified
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
7.5
272
Marketing Automation
Not enough data
6.9
288
Not enough data
6.7
241
Not enough data
7.2
270
Not enough data
6.3
189
Customer Support
Not enough data
7.5
262
Not enough data
Feature Not Available
Not enough data
7.2
274
Not enough data
Feature Not Available
Not enough data
7.2
219
Reporting & Analytics
Not enough data
7.3
306
|
Verified
Not enough data
7.6
310
|
Verified
Not enough data
6.7
209
|
Verified
Mobile & Social
Not enough data
6.1
108
Not enough data
5.7
107
Not enough data
6.6
267
|
Verified
Platform
Not enough data
8.0
245
|
Verified
Not enough data
7.6
232
Not enough data
8.1
240
|
Verified
Not enough data
6.9
159
Not enough data
6.7
139
Not enough data
7.5
198
Not enough data
8.0
226
|
Verified
Not enough data
6.9
130
Integration
Not enough data
7.4
222
|
Verified
Not enough data
6.6
160
|
Verified
Not enough data
6.6
151
|
Verified
Generative AI
Not enough data
5.6
93
Agentic AI - CRM
Not enough data
5.6
13
Not enough data
5.9
13
Not enough data
5.7
14
Not enough data
6.2
13
Not enough data
5.8
12
Not enough data
6.3
14
Not enough data
6.3
14
Platform Additional Functionality
9.1
61
Not enough data
8.8
53
Not enough data
Platform Content
8.6
56
Not enough data
8.9
59
Not enough data
Platform Data
9.6
61
Not enough data
Platform Interoperability
8.3
49
Not enough data
Platform Performance
8.7
59
Not enough data
Agentic AI - Financial Analytics
Not enough data
Not enough data
Content
Not enough data
6.0
67
Platform Additional Functionality
Not enough data
Feature Not Available
Not enough data
7.2
68
Not enough data
6.7
68
Not enough data
6.5
67
Not enough data
5.5
68
Platform Reporting and Analytics
Not enough data
6.5
67
Not enough data
5.2
66
Customer Support
Not enough data
6.6
65
Not enough data
Feature Not Available
Not enough data
6.8
65
Not enough data
6.4
65
Marketing Automation
Not enough data
6.3
64
Not enough data
6.5
64
Not enough data
5.5
64
Sales Force Automation
Not enough data
6.4
65
Not enough data
7.7
67
Not enough data
Feature Not Available
Not enough data
5.5
64
Not enough data
5.8
62
Agentic AI - Financial Services CRM
Not enough data
4.7
6
Categories
Categories
Shared Categories
Asset-Map and Maximizer share no categories
Unique Categories
Asset-Map is categorized as Financial Analytics
Maximizer is categorized as CRM and Financial Services CRM
Reviews
Reviewers' Company Size
Asset-Map
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Maximizer
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
90.2%
Investment Management
6.6%
Insurance
3.3%
‐
‐
Other
0.0%
Financial Services
36.3%
Investment Management
4.2%
Insurance
3.4%
Information Technology and Services
2.9%
Marketing and Advertising
2.7%
Other
50.6%
Alternatives
Discussions
What are the benefits of asset mapping?
2 Comments
NG
My experience here was a very terrible one. After I had made my second deposit I was blocked out. Nothing I did worked. I was so frustrated and giving up on...Read more
How much does asset map cost?
1 Comment
Official Response from Asset-Map
https://www.asset-map.com/pricingRead more
INPUT CSV LEAD FILES
1 Comment
MR
Lead sheets in the form of a web inquiry page can be integrated into Maximizer using the 'web to lead' technology provided in the product as standard. It is...Read more
INTEGRATION
1 Comment
MR
Maximizer CRM 2017 has integrations for MS Office products (Outlook, Word, Excel) these are included as add-ons with the product. The Web APIs for Maximizer...Read more
Do you integrate with any marketing automations platforms like Marketo?
1 Comment
MD
Maximizer neglected to future-proof Maximizer CRM Live and their self-hosted CRM by not providing any open keys for self serve integration with powerful...Read more
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