Asset-Map Pricing

NamePriceFeatures
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.

      Asset-Map pricing & plans

      Free Trial is available
      Pricing information for Asset-Map is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Asset-Map must be conducted with the seller.
      Pricing information was last updated on December 07, 2020

      Asset-Map Alternatives Pricing

      The following is a quick overview of editions offered by other Financial Wellness Software

      Branch
      Free
      $0.00Per user / Per month
      Employer Payments Platform
        PayActiv
        The PayActiv Benefit
        $0Cost to your Business
        Holistic Financial Wellness Platform
        • Earned Wage Access
        • Revolutionary, Award-Winning Savings Tool
        • Financial Literacy Platform
        • Rx Discounts
        • Access to Uber
        $0(per month, per employee)
        • Free financial plans for all employees
        • Ongoing financial education
        • Communication materials provided
        • Employer Admin portal access
        • Employee aggregate statistics and data

        Various alternatives pricing & plans

        Free Trial is available
        Pricing information for the above various Asset-Map alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.

        Asset-Map Pricing-Related Review

        UF
        Enterprise(> 1000 emp.)
        Validated Reviewer
        Verified Current User
        Review source: Organic
        What do you like best?

        One page Asset Map- easy for fact finding and client review Review collected by and hosted on G2.com.

        What do you dislike?

        No way to project a glide path for my client/ prospects investments? For example, the client is 15 years from retirement, so their investments are aggressively allocated and become more conservative as they near retirement. As I see the Target Map option currently, I can either put their investment growth at an aggressive assumption (which lasts into retirement) or a conservative assumption (which starts immediately). A glide path option would be a huge value add to my presentation! Review collected by and hosted on G2.com.

        What problems are you solving with the product? What benefits have you realized?

        More holistic fact finding, easy platform to highlight holes and planning areas Review collected by and hosted on G2.com.

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        Questions about pricing?