Asset-Map Pricing Overview

Free Trial

Asset-Map Pricing Key Insights

Last updated on Apr 09, 2026

Asset-Map offers 3 pricing editions, starting at $149. Asset-Map pricing tiers are designed to support different usage levels and team sizes. Asset-Map also offers a free trial. Compare the Asset-Map pricing table below to figure out the best fit for your needs. Some plans may require you to contact Asset-Map Holdings, Inc. for custom pricing.

Asset-Map Professional — $149 / 1 Seats Per Month

Asset-Map Elite — $199 / 1 Seats Per Month

Firm — Contact Us / 3 Seats

Rated 4.8 / 5

*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller.

Asset-Map Professional

$149.00

1 Seats Per Month

Request Demo

Our core solution transforms spreadsheet meetings into visual financial planning breakthroughs.

Asset-Map Elite

$199.00

1 Seats Per Month

Request Demo

Deliver a premium branded experience with customized reports, marketing and growth support.

Firm

3 Seats

Get custom pricing and maximum savings when you bring your entire team of 3+ advisors.

Asset-Map offers two SaaS-based solutions: Asset-Map Pro and Asset-Map Elite. Pro has the core functionality of Asset-Map designed to take your financial planning conversations to the next level. Elite enables you to customize Asset-Map to your practice with branded reports, marketing, and support designed to help you grow your business. Both feature an annual subscription with monthly or annual billing.

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 March 25, 2026

Asset-Map Pricing FAQs

Generated using AI

Based on G2 reviewer demographics and Asset-Map's pricing structure, Asset-Map is best suited for independent financial advisors and small financial services or insurance firms, with the overwhelming majority of G2 reviewers coming from small businesses with 50 or fewer employees. The Asset-Map Professional tier fits solo advisors seeking visual planning tools for client meetings and prospecting. Asset-Map Elite suits growth-focused advisors who want branded materials and premium onboarding support. Mid-market investment management firms also appear among G2 reviewers and would benefit from the Firm tier, which adds collaboration, analytics, and volume discounts for teams of three or more advisors.

Asset-Map does not offer a permanent free version, but a free trial is available for advisors evaluating the platform before committing. The entry-level Asset-Map Professional tier at $149.00/month includes core planning tools such as Target-Maps, Signals, Questionnaires, Integrations, and a Client Portal. Upgrading to Asset-Map Elite at $199.00/month adds white labeling, customized marketing materials, personalized onboarding, and a complimentary marketing video and Boot Camp access. For firms with three or more advisors, Asset-Map's Firm tier offers custom pricing with firm-level management, Practice Insights, data migration, and volume discounts, according to G2's pricing data for Asset-Map.

Asset-Map is widely regarded as strong value among G2 reviewers, with the vast majority awarding 5.0 out of 5 stars. G2 reviewers consistently highlight the visual clarity, ease of use, and exceptional customer support as justifications for the cost. A few G2 users do flag the $149.00/month Professional tier as feeling high, particularly for solo advisors or those converting to Canadian dollars. However, the recurring theme across G2 reviews of Asset-Map is that the time saved in client meetings, improved prospect conversion, and streamlined planning workflows more than offset the price, making Asset-Map's pricing a worthwhile investment for most financial advisors.

Top-Rated Alternatives

Envestnet | MoneyGuide

4/5

(22)

View All Alternatives

Asset-Map Pricing Reviews

(2)

Verified User in Investment Management

Mid-Market (51-1000 emp.)

1/23/2026

"Simple Roadmap for Clients"

5/5

What do you like best about Asset-Map?

Asset-Map is visually appealing and easy to follow, not extremely complicated to learn, and provides a simple approach for clients to understand retirement goals, outcomes, and opportunities.

The reports are clean, easy to review, and functional. Asset-Map is a great tool for our clients to understand where they are in their financial journey, no matter what stage they are in. The customer support for is top notch as well; quick response time, issues resolved, and always willing to jump on a call if needed.

Finally, it is very easy to implement into your client reviews and planning sessions. I use the platform daily with clients to provide a road map for decision making. The platform integrates well with our systems seamlessly. Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

I don't have any real complaints or issues with the platform at this point. Review collected by and hosted on G2.com.

Catherine T.

Owner

Small-Business (50 or fewer emp.)

1/23/2026

"Clear Portfolio Visuals + A Standout Questionnaire for Better Client Discovery"

5/5

What do you like best about Asset-Map?

Its ability to help clients and advisors visualize their financial portfolio in a clear, easy-to-understand way is a major strength. It can be presented in whatever format feels most intuitive, whether that’s a list view, the "Asset-Map" view, a balance sheet, etc. Target Maps have a huge impact as well. People can go to anyone for money management, but we are PLANNERS, and our value lies in being able to measure the impact of decisions and guide clients toward choices that move them closer to their goals—which is ultimately what people are looking for.

We also love, love, love the questionnaire. It’s visually appealing and high-level, and it gets us the information we need without feeling too intrusive. Discovery has always been a roadblock, and this makes that process much easier. Keep up the great work! We love LJ and Michael and are very impressed with the service we receive. Review collected by and hosted on G2.com.

What do you dislike about Asset-Map?

I think there’s one major area where there’s room for improvement. Personally, I’d like the ability to adjust rates of return per account, rather than having a single rate applied across the board. Having one ROR doesn’t really help facilitate discussions around portfolio construction or sequence-of-returns risk, and it also doesn’t allow us to properly illustrate the impact of lost opportunity cost for clients who hold large cash positions or for clients whose positions are too risky. It’s also possible I’m missing something on my end.

In addition, it would be helpful to have a way to share documents through the client portal. That said, I realize this could create a bigger storage and management issue. Maybe something like a Box.com integration with the client portal could address that? Review collected by and hosted on G2.com.

What problems is Asset-Map solving and how is that benefiting you?

Asset-Map allows us to have “what-if” discussions with our clients around potentially financially devastating scenarios, such as long-term care events, job loss, and loss of life. It also helps us plan for major goals like buying a vacation home, business exit planning, and retirement readiness. Review collected by and hosted on G2.com.