[ Asset-Map Reviews ](https://www.g2.com/products/asset-map/reviews) [ Asset-Map Reviews ](https://www.g2.com/products/asset-map/reviews) # Asset-Map Pricing Overview [Editedit](https://my.g2.com/asset-map/pricings) Free Trial ## Asset-Map Pricing Key Insights Last updated on Apr 30, 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**. Higher-tier plans are available via direct consultation with the vendor. Compare the Asset-Map pricing table below to figure out the best fit for your needs. * * * 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. - Target-Map Planning Engine - Target-Map Cashflow Details - Discovery Interview for Prospecting and Fact-finding - Stencils - Questionnaires - Signals™ - Integrations - Drafts - Needs Analysis - Model Scenarios - Beneficiaries Visualization - Asset-Map Report - Client Portal - Notes Show More Asset-Map Elite $199.00 1 Seats Per Month [Request Demo](#) Deliver a premium branded experience with customized reports, marketing and growth support. - White Labeling - Customized Marketing Materials - Personalized Priority Support - Book of Business Sharing - One-on-One Personalized Onboarding - Customized Marketing Video ($350 value) - 100% off our Boot Camp Program ($929 value) Show More Firm Contact Us 3 Seats [Contact Us](#) Get custom pricing and maximum savings when you bring your entire team of 3+ advisors. - Firm-level management of users client access, and collaboration - Practice Insights + Analytics - Firm-specific Branding and Discovery - Data Migration + Firm-level Support - Volume Discounts Show More 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 Show More ## Asset-Map Pricing FAQs Generated using AI Is Asset-Map free, or does it offer a free trial? Asset-Map does not offer a permanent free plan, but it does provide a free trial that lets users to test the product before committing to a paid plan. Trial availability and duration may vary, so users should review the seller's official pricing page for the most current details. How much does Asset-Map cost in 2026? According to G2 data, Asset-Map pricing in 2026 starts at $149.00 and can reach $199.00 depending on the selected plan. Pricing may vary based on billing terms or usage, so users should review the Asset-Map Holdings, Inc.'s official pricing page for the most current details. Who is Asset-Map pricing best suited for? 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. What are the key differences between the free and paid versions of Asset-Map? 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. Is Asset-Map considered good value for its pricing? 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 [ ![eMoney](https://images.g2crowd.com/uploads/product/hd_favicon/148f44b696f54a7e9475d7b9768c4f8b/emoney.svg "eMoney") eMoney 4.7/5(67) ](https://www.g2.com/products/emoney/reviews) [ ![RightCapital](https://images.g2crowd.com/uploads/product/hd_favicon/1b134572bd030a7838eab740973ef0dc/rightcapital.svg "RightCapital") RightCapital 4.6/5(14) ](https://www.g2.com/products/rightcapital/reviews) [ ![Envestnet | MoneyGuide](https://images.g2crowd.com/uploads/product/hd_favicon/1d9a23e812276884caab455eaa920033/envestnet-moneyguide.svg "Envestnet | MoneyGuide") Envestnet | MoneyGuide 4/5(23) ](https://www.g2.com/products/envestnet-moneyguide/reviews) [ View All Alternatives ](https://www.g2.com/products/asset-map/competitors/alternatives) ## Asset-Map Pricing Reviews (1) ![Verified User in Investment Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Investment Management") UI 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. What problems is Asset-Map solving and how is that benefiting you? Asset-Map provides clarity for clients to understand their retirement position in a simple yet effective way. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic Asset-Map Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_0fe84b6b8a75810090aae252b253b288/emoney.jpg "Product Avatar Image") eMoney 4.7/5(67) [ Compare Now ](https://www.g2.com/compare/asset-map-vs-emoney) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d4685daaf8864e397de900382f39320b/rightcapital.png "Product Avatar Image") RightCapital 4.6/5(14) [ Compare Now ](https://www.g2.com/compare/asset-map-vs-rightcapital) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c94e1afb5529660f204d8fe9263d504e/envestnet-moneyguide.png "Product Avatar Image") Envestnet | MoneyGuide 4/5(23) [ Compare Now ](https://www.g2.com/compare/asset-map-vs-envestnet-moneyguide) ##### Categories on G2 [Financial Analytics](https://www.g2.com/categories/financial-analytics) ##### Explore More [Is Guidewire InsuranceSuite worth the investment for complex enterprise insurance implementations that need proven stability and scalability, or does BriteCore offer a more agile alternative?](https://www.g2.com/discussions/is-guidewire-insurancesuite-worth-the-investment-for-complex-enterprise-insurance-implementations-that-need-proven-stability-and-scalability-or-does-britecore-offer-a-more-agile-alternative)[What typography best practices do web font marketplaces support for consistent brand identity across web applications?](https://www.g2.com/discussions/what-typography-best-practices-do-web-font-marketplaces-support-for-consistent-brand-identity-across-web-applications%20)[Best contact center QA software for small businesses](https://www.g2.com/discussions/best-contact-center-qa-software-for-small-businesses) [Best SaaS backup software for small businesses](https://www.g2.com/discussions/what-s-the-best-saas-backup-software-for-small-businesses)[What are the best museum management platforms for teams seeking the easiest setup and configuration options?](https://www.g2.com/discussions/what-are-the-best-museum-management-platforms-for-teams-seeking-the-easiest-setup-and-configuration-options)[Which grant management platforms have the highest user satisfaction ratings and strongest team adoption?](https://www.g2.com/discussions/which-grant-management-platforms-have-the-highest-user-satisfaction-ratings-and-strongest-team-adoption) [Show MoreShow Less](javascript:void(0);)