--- title: Asset-Map Reviews meta\_title: 'Asset-Map Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 129 reviews by the users' company size, role or industry to find out how Asset-Map works for a business like yours. aggregate\_rating: rating\_value: 4.8 review\_count: 129 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Asset-Map Reviews & Product Details Visit Website Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, Asset-Map is on a mission to elevate the financial health of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that empowers humans to easily comprehend, discuss, and make smart financial decisions now and in the future. Asset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 2.14 million people and $1.6 trillion in financial instruments. * * * Product Website Asset-Map Seller [Asset-Map Holdings, Inc.](https://www.g2.com/sellers/asset-map-holdings-inc) Discussions [Asset-Map Community](https://www.g2.com/products/asset-map/discuss) Solution Type Best-of-Breed Overview by TJ Hill (Vice President of Digital Marketing) Show More ## Pricing Pricing provided by Asset-Map. ### Asset-Map Professional $149.00 1 Seats Per Month [ View More Pricing Information ](https://www.g2.com/products/asset-map/pricing) ## Asset-Map Integrations (14) What do users say about integrations? Verified by Asset-Map [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Addepar ](https://www.g2.com/products/addepar/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Black Diamond Wealth Platform ](https://www.g2.com/products/black-diamond-wealth-platform/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Box ](https://www.g2.com/products/box/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Dropbox ](https://www.g2.com/products/dropbox-ai-dropbox/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") eMoney ](https://www.g2.com/products/emoney/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Envestnet | MoneyGuide ](https://www.g2.com/products/envestnet-moneyguide/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Holistiplan ](https://www.g2.com/products/holistiplan/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Jump ](https://www.g2.com/products/jump-2026-06-29/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Morningstar Office ](https://www.g2.com/products/morningstar-office/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Nitrogen ](https://www.g2.com/products/nitrogen-nitrogen/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Orion ](https://www.g2.com/products/orion-labs-orion/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") PreciseFP ](https://www.g2.com/products/precisefp/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Redtail Technology ](https://www.g2.com/products/redtail-technology/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Wealthbox CRM ](https://www.g2.com/products/wealthbox-crm/reviews) Show More ![Flavio M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Flavio M.") FM Flavio M. Financial Advisor Small-Business (50 or fewer emp.) 11/21/2025 "Outstanding Tool for Advisors—Intuitive, Powerful, and Exceptional Support" 5/5 What do you like best about Asset-Map? Asset Map is an excellent tool for collecting prospect and client information, and its visual design makes it easy to use and understand. I really appreciate how simple it is to navigate, yet it remains powerful, offering a range of features that I continue to discover and improve my skills with. The support team deserves special mention—their live chat is outstanding, and everyone is consistently helpful. It's obvious to me that Asset-Map is genuinely invested in the success of the Advisors who use it. I highly recommend this tool to Financial Advisors. Review collected by and hosted on G2.com. What do you dislike about Asset-Map? There are only a few minor features I would like to see added to the tool, but I don't consider these to be true downsides, as other advisors might not share my preferences. For example, I would appreciate more planning features, such as highly interactive and user-friendly retirement accumulation calculators that are easy to demonstrate to clients. A couple of integrations would be good that don't exist. Additionally, I wish the company would publish a public roadmap. I always enjoy when tools provide this, as it gives me something to anticipate and look forward to, and ability to submit requests. Overall, I don't see any real downsides to this tool—just a few personal preferences for future improvements. They also release new updates regularly, so I am confident that some of these minor suggestions may be addressed in the future. Review collected by and hosted on G2.com. What problems is Asset-Map solving and how is that benefiting you? Asset-Map has helped me streamline my processes, from gathering information to delivering client materials like a visually appealing asset map. It makes the entire workflow a bit more efficient and enhances the presentation of client deliverables. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic CT 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. Show More Validated ReviewerSource: Organic ![Julia L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julia L.") JL Julia L. Director, Utilization Review Small-Business (50 or fewer emp.) 5/14/2026 "A Clear, All-in-One Client Financial Map" 5/5 What do you like best about Asset-Map? I like being able to share a visual of a client’s financial map all in one place. Review collected by and hosted on G2.com. What do you dislike about Asset-Map? So far, I haven’t found anything I dislike about it. Review collected by and hosted on G2.com. What problems is Asset-Map solving and how is that benefiting you? Provides clearer guidance on how to use the information I enter when working with stencils, and then how to present and explain that same information using target maps. Review collected by and hosted on G2.com. Show More Response from Abbey Middleton of Asset-Map [Editedit](https://www.g2.com/survey_responses/asset-map-review-12815968/official_response/edit) Thank you so much for the wonderful feedback! We love hearing that you're enjoying the all-in-one visual map and that our presentation tools are giving you clearer guidance during client meetings. Knowing you haven't found a single dislike so far completely makes our day. Thanks for being part of the Asset-Map community! Current UserValidated ReviewerSource: Organic ![Robert M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Robert M.") RM Robert M. IAR Small-Business (50 or fewer emp.) 1/30/2025 "Blown away! Clients and prospects love it." 5/5 What do you like best about Asset-Map? The way it puts client's finances in a visual format. Clients love it! Review collected by and hosted on G2.com. What do you dislike about Asset-Map? Nothing really. I find that clients love it. Review collected by and hosted on G2.com. What problems is Asset-Map solving and how is that benefiting you? Putting everything in one place making it easier for clients and prospects to understand and for me to prep for meetings. Review collected by and hosted on G2.com. Show More Response from Abbey Middleton of Asset-Map [Editedit](https://www.g2.com/survey_responses/asset-map-review-10784860/official_response/edit) Thank you so much for the incredible review! We're thrilled to hear that Asset-Map is making such a positive impact on your meetings and that your clients and prospects are loving the visual approach. 6/4/2026 Current UserValidated ReviewerSource: Organic ![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 ![Gabriel A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gabriel A.") GA Gabriel A. Technology Integration Specialist Small-Business (50 or fewer emp.) 5/14/2026 "Great Visuals and Easy Access to Client Assets Setup" 4/5 What do you like best about Asset-Map? The visuals, and the ease of accessing financial asset information from prospective clients and presenting it back to them. Review collected by and hosted on G2.com. What do you dislike about Asset-Map? a little overwhelming at the outset so it can be intimidating but with time like everything it becomes easier to use. Review collected by and hosted on G2.com. What problems is Asset-Map solving and how is that benefiting you? Find out financial assets from clients and organizing such info to present it to clients Review collected by and hosted on G2.com. Show More Response from Abbey Middleton of Asset-Map [Editedit](https://www.g2.com/survey_responses/asset-map-review-12815513/official_response/edit) Thank you so much for taking the time to share your experience! We're thrilled to hear that Asset-Map is helping you easily gather, organize, and present financial information back to your prospective clients. We completely understand that the platform can feel a bit overwhelming right at the beginning. It can be a lot to take in at first glance! We're glad to hear that it became much easier to navigate with a little time. If you or your team ever want a refresher or need help streamlining your setup even further, our support team and training resources are always here to help. Thanks for being a valued part of the Asset-Map community! Validated ReviewerSource: Organic RM Roy M. Financial Planner Small-Business (50 or fewer emp.) 10/16/2025 "Asset-Map User Since 2013...Love it!" 5/5 What do you like best about Asset-Map? I love how easy it is to build and update household financial documentation using Asset-Map. The report is great for giving to clients as well...most people don't have their finances documented well. I use the notes section to ensure clients have the important details about each account documented, the purpose of the account, and important tasks. Besides being great for the clients, it also serves as documentation for spouses and heirs. The priorities feature and eMoney integration sound promising. Thanks Adam and team! Review collected by and hosted on G2.com. What do you dislike about Asset-Map? Well, I disliked that I was maintaining an Asset-Map profile and an eMoney profile (it's a lot of work), but the integration with eMoney sounds promising. Review collected by and hosted on G2.com. What problems is Asset-Map solving and how is that benefiting you? It makes client conversations, reviews, and big picture planning easy. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Scott K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Scott K.") SK Scott K. President of Frankfort Office Small-Business (50 or fewer emp.) 2/19/2026 "Creating Clear Visuals Clients Understand" 5/5 What do you like best about Asset-Map? creating a picture clients understand, love the simplicity and training they provide Review collected by and hosted on G2.com. What do you dislike about Asset-Map? Logging in not remembering computer for 30 days so I do not have to enter 2 factor every time. Review collected by and hosted on G2.com. What problems is Asset-Map solving and how is that benefiting you? Great for giving an quick overview that leads to a deeper financial strategy Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic LM Liz M. Senior Client Service Manager Small-Business (50 or fewer emp.) 9/18/2025 "Undercover Opportunity Creator" 5/5 What do you like best about Asset-Map? visual snapshot of the financial home and presentation mode Review collected by and hosted on G2.com. What do you dislike about Asset-Map? is complicated to figure out how to input different funds Review collected by and hosted on G2.com. What problems is Asset-Map solving and how is that benefiting you? It allows our clients and our entire firm to have a high-level view of our clients assets, debts, and financial snapshot at a glance. This allows us to discuss opportunities and financially plan with ease across team members and departments. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 3/17/2026 "I've had it for about a year and have recently learned some tricks that make it more useful." 5/5 What do you like best about Asset-Map? It's a tool that clients love and the tech support is superb. Review collected by and hosted on G2.com. What do you dislike about Asset-Map? Monthly cost is inordinately high, IMO and there is no referral incentive - unless I missed it... Review collected by and hosted on G2.com. What problems is Asset-Map solving and how is that benefiting you? A simple asset presentation to clients. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ## Questions about Asset-Map? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Asset-Map ](https://www.g2.com/products/asset-map/discussions/new) GU Guest User What advice do you have for others considering Asset-Map for financial planning? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-advice-do-you-have-for-others-considering-asset-map-for-financial-planning) GU Guest User • Last activity over 2 years ago How much does asset map cost? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/how-much-does-asset-map-cost) [ View all Discussions ](https://www.g2.com/products/asset-map/discuss) ## Pricing Options Pricing provided by Asset-Map. ### Asset-Map Professional $149.00 1 Seats Per Month ### Asset-Map Elite $199.00 1 Seats Per Month ### Firm Contact Us 3 Seats [ View More Pricing Information ](https://www.g2.com/products/asset-map/pricing) 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) ##### ##### Asset-Map Features Platform Additional Functionality Dashboard Cloud Platform Content Automation Content Library Platform Data Visualization Platform Interoperability API [ View More Features ](https://www.g2.com/products/asset-map/features) ## Top-Rated Alternatives [ ![eMoney](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "eMoney") eMoney 4.7/5(67) ](https://www.g2.com/products/emoney/reviews) [ ![RightCapital](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "RightCapital") RightCapital 4.6/5(14) ](https://www.g2.com/products/rightcapital/reviews) [ ![Envestnet | MoneyGuide](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "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) ##### Categories on G2 [Financial Analytics](https://www.g2.com/categories/financial-analytics) ##### Explore More [What's the best service for automated demos for apps](https://www.g2.com/discussions/what-s-the-best-service-for-automated-demos-for-apps)[Best comprehensive CRM system for managing customer interactions](https://www.g2.com/discussions/crm-best-comprehensive-crm-system-for-managing-customer-interactions)[What is the best booking tool for multi-location office spaces?](https://www.g2.com/discussions/what-is-the-best-booking-tool-for-multi-location-office-spaces) [Best APM Tools](https://www.g2.com/discussions/best-apm-tools)[What is the most affordable IT alerting system for SMBs?](https://www.g2.com/discussions/what-is-the-most-affordable-it-alerting-system-for-smbs)[What are the top DBMS solutions for hybrid deployments?](https://www.g2.com/discussions/what-are-the-top-dbms-solutions-for-hybrid-deployments) [Show MoreShow Less](javascript:void(0);)