--- 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 ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") UI Verified User in Insurance Small-Business (50 or fewer emp.) 1/19/2023 "I haven't been using it very long, but I know that it is going to take my business to the next level" 5/5 What do you like best about Asset-Map? The fact that I can potentially show my clients and potential clients a one-page view of their assets makes me who I have always truly wanted to be. Holistic! Review collected by and hosted on G2.com. What do you dislike about Asset-Map? Being new to it, I can sometimes get lost with all the choices. Review collected by and hosted on G2.com. What problems is Asset-Map solving and how is that benefiting you? Being able to be a conduit between the high net worth client and their CPA, accountant, lawyer, etc. Review collected by and hosted on G2.com. Show More Validated 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.) 10/12/2022 "I needed help making sure that I had input information correctly and how to present the information." 5/5 What do you like best about Asset-Map? They walked me through the process step-by-step. When I had a question, I was able to get answers efficiently. Doing it this way gave me a better understanding of how the software works. Review collected by and hosted on G2.com. What do you dislike about Asset-Map? I don't see any downside at this point. I may have some suggestions in the future. Thanks. Review collected by and hosted on G2.com. What problems is Asset-Map solving and how is that benefiting you? It allows me to put my client's financial picture in front of them in a way that is easy to understand. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic JP Jennifer P. Senior Advisor Small-Business (50 or fewer emp.) 2/23/2022 "Clients appreciate it and so do I" 4.5/5 What do you like best about Asset-Map? Easily adapts to handle client complexity because of the customized naming of data fields and the ability to adjust key assumptions like tax rates. The visual representation of assets, liabilities, and how they are owned combined with the calculations brings the strategy to life for clients. Review collected by and hosted on G2.com. What do you dislike about Asset-Map? Currently, I cannot capture history with the asset map other than taking a screenshot and saving it to a document. Much like a historical statement of net worth, I would like to reference a past version to illustrate to the client how the asset map has changed over time. Review collected by and hosted on G2.com. What problems is Asset-Map solving and how is that benefiting you? I use the asset map to illustrate how various asset location strategies (who owns what where) can work with international clients. I was drawing on paper and tablet and saving as a document, which meant multiple drawings. This process feels more interactive now with the client and looks a lot nicer! Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Greg S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Greg S.") GS Greg S. Managing Director Small-Business (50 or fewer emp.) 6/3/2022 "Review of Asset Map Bootcamp 201" 5/5 What do you like best about Asset-Map? I was impressed with the technical skill level of the bootcamp facilitators. There is a lot of info to convey, and I think a good program like this is required. Review collected by and hosted on G2.com. What do you dislike about Asset-Map? Nothing to dislike. It's an excellent program to use. It has a steep learning curve due to so much capability. Review collected by and hosted on G2.com. Recommendations to others considering Asset-Map: Use it. There's nothing like it. And plan to set aside time to get to know the system. Review collected by and hosted on G2.com. What problems is Asset-Map solving and how is that benefiting you? It's the best way I've seen to provide a visual to the client of their entire financial picture. It's more engaging than numbers and wording on a page. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic JO Joseph O. Financial Advisor Small-Business (50 or fewer emp.) 10/20/2022 "Michael with AssetMap did an amazing job helping me with target maps." 5/5 What do you like best about Asset-Map? Th emost helpful part of asset map is the target maps and showing illustrations on how well funded people are for retirement Review collected by and hosted on G2.com. What do you dislike about Asset-Map? The downside is you can only use whole amounts for COLA. A pension I work with calculates a 1.5 COLA so when i present to my clients i can use either 1 or 2. Review collected by and hosted on G2.com. What problems is Asset-Map solving and how is that benefiting you? Helping individuals save better for retirement. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Douglas J. E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Douglas J. E.") DE Douglas J. E. Principal and Chief Investment Officer at Eaton Financial Group Small-Business (50 or fewer emp.) 7/28/2022 "Asset Map is a crucial part of our tech-stack" 5/5 What do you like best about Asset-Map? Their service team consistently provides excellent responsiveness and assists where needed; reliable integrations; application smoothly handles both goals based and cash flow based reporting. This is the 'Swiss Army Knife' that allows us to use one application for a majority of our financial planning presentations. Review collected by and hosted on G2.com. What do you dislike about Asset-Map? We look forward to more reporting options, especially on side-by-side cash flow (current versus proposed, etc.) as well as a robust client facing dashboard. Review collected by and hosted on G2.com. What problems is Asset-Map solving and how is that benefiting you? It helps us to streamline our planning tech stack. With their culture of ongoing improvements and responsiveness to advisor feedback, they are well-positioned to reduce our need for multiple planning tools. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![David R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "David R.") DR David R. Chief Investment Officer Small-Business (50 or fewer emp.) 6/8/2022 "Asset-Map simplifies the complex" 5/5 What do you like best about Asset-Map? I like the ability to visualize a client's household in one convenient location. From a client's perspective, the ability to cut through the mental clutter allows them to take action. Review collected by and hosted on G2.com. What do you dislike about Asset-Map? Honestly, I have not found any features that are dissatisfactory. The customer support is very responsive in getting anything fixed or providing clarification. Review collected by and hosted on G2.com. What problems is Asset-Map solving and how is that benefiting you? The aggregation of data in an easily consumable manner not only allows us to advise our clients better, but opens the door for new opportunities when outside accounts are being neglected or forgotten. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Tushar K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tushar K.") TK Tushar K. Partner Small-Business (50 or fewer emp.) 8/11/2022 "Easy to use software for advisors and clients with world class support from the provider" 5/5 What do you like best about Asset-Map? Ease of use and speed of outputs. the customer service is also exceptional. Review collected by and hosted on G2.com. What do you dislike about Asset-Map? lack of ability to drill down into an asset allocation Review collected by and hosted on G2.com. What problems is Asset-Map solving and how is that benefiting you? helping me solve for showing my clients the big picture and how their whole financial plan fits together. it's benefitting me by saving me time and helping me and my clients focus on what's most important and the highest level. it's also helping me position appropriate financial products and services that meet the needs of my clients. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Derek N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Derek N.") DN Derek N. Co Founder Small-Business (50 or fewer emp.) 1/18/2022 "Asset Map - A must have for the 21st Century Advisor" 5/5 What do you like best about Asset-Map? Asset Map is a clean, simple, and easy-to-use tool that helps me articulate the complicated in a very understandable fashion for my clients. People learn and understand best when visuals are used, Asset Map is the best visual financial planning tool out there. Review collected by and hosted on G2.com. What do you dislike about Asset-Map? Nothing, it is an amazing tool that makes my job easier and more impactful for my clients. It is the best alternative out there for advisors looking to thrive while helping their clients. Review collected by and hosted on G2.com. What problems is Asset-Map solving and how is that benefiting you? Asset Map helps me and my clients get a holistic view of their entire financial life in one easy to see and understand output. It also helps us project into the future how much on track a client is to reach their goals. Clients want simple and want to know they are going to be OK, Asset Map is the best tool to show this. Review collected by and hosted on G2.com. Show More 7/19/2022 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.) 9/8/2022 "Find it very useful and engaging." 5/5 What do you like best about Asset-Map? The Asset Maps to visualize the client's total financial picture in one place. Review collected by and hosted on G2.com. What do you dislike about Asset-Map? Not being able to print the expanded cash-flow chart on reports. Also, feel it would be helpful to show an income stream directly from an asset for cash flow analysis. Review collected by and hosted on G2.com. What problems is Asset-Map solving and how is that benefiting you? Compliance - better able to document that we know our clients and their financial situation. Review collected by and hosted on G2.com. Show More Current UserValidated 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 AR collaboration tools are best for field service teams that need to reduce on-site visits through remote visual support?](https://www.g2.com/discussions/what-ar-collaboration-tools-are-best-for-field-service-teams-that-need-to-reduce-on-site-visits-through-remote-visual-support)[Accenture vs Cognizant: which is the better UKG consulting partner for payroll migration and compliance?](https://www.g2.com/discussions/accenture-vs-cognizant-which-is-the-better-ukg-consulting-partner-for-payroll-migration-and-compliance)[conversation intelligence software](https://www.g2.com/discussions/what-s-your-favorite-conversation-intelligence-software-advice-needed) [What's the best event networking and matchmaking software that keeps event wall features intuitive for non-technical organizers?](https://www.g2.com/discussions/what-s-the-best-event-networking-and-matchmaking-software-that-keeps-event-wall-features-intuitive-for-non-technical-organizers)[Most reliable cloud monitoring tools for my app](https://www.g2.com/discussions/most-reliable-cloud-monitoring-tools-for-my-app)[What is the smartest decision making software for a small business owner who needs to analyze data and make better choices without being an Excel expert?](https://www.g2.com/discussions/what-is-the-smartest-decision-making-software-for-a-small-business-owner-who-needs-to-analyze-data-and-make-better-choices-without-being-an-excel-expert) [Show MoreShow Less](javascript:void(0);)