# Asset-Map Software Reviews, Demo & Pricing - 2026 > Review of Asset-Map Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/product/499043-Asset-Map --- [Home](https://www.softwareadvice.com/) / [Financial Management Software](https://www.softwareadvice.com/erp/financial-management-system-comparison/) / Asset-Map Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # Asset-Map 2026: Benefits, Features & Pricing Wondering if Asset-Map is right for your organization? Our Financial Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview Asset-Map 5.0 [(1)](https://www.softwareadvice.com/product/499043-Asset-Map/#reviews) Pricing Starting at $142.00 per month ### About Asset-Map Asset-Map is a financial planning software platform that organizes complex financial information into clear, one-page visual reports. It is used by financial advisors in broker-dealers, registered investment advisory firms, hybrid RIAs, and banking institutions globally. The software is designed to simplify financial discussions and address challenges such as managing complex information, multi-generational planning, and involving all household members in financial decisions. The platform features Asset-Map Reports, which provide a single-page overview of a client's financial situation. Relationship Maps identify individuals connected to a client’s financial life. The Priorities tool captures client goals and motivations. Target-Maps illustrate financial objectives and timelines. The Discovery Interview feature uses structured questions to gather essential client data. Signals highlight potential risks and gaps in financial plans. A Client Portal allows clients to securely access their financial information. The platform is SOC 2 Type II certified and uses bank-level encryption to safeguard client data. It is designed to meet FINRA and SEC compliance standards for financial advis... ors. The software is available for individual advisors, growing firms, and large enterprises, supporting practices of various sizes across regions such as North America, Europe, Africa, the Middle East, and Asia Pacific. Wondering if Asset-Map is right for your organization? Our Financial Management Software selection experts can help you in 15 minutes or less. ## Asset-Map User Interface ## Popular Asset-Map Alternatives Main Product Asset-Map 5.0 [(1)](https://www.softwareadvice.com/product/499043-Asset-Map/#reviews) Ratings Breakdown - 5.0Ease of use - 5.0Value for money - 5.0Customer support - 5.0Functionality Pricing Starting at $142.00 per month Get Price Alternative Product [QuickBooks Online](https://www.softwareadvice.com/product/393202-QuickBooks-Online/) 4.3 [(8464)](https://www.softwareadvice.com/product/393202-QuickBooks-Online/reviews/) Ratings Breakdown - 4.24Ease of use - 4.16Value for money - 4.00Customer support - 4.27Functionality Pricing Starting at $38.00 per month Get Price Alternative Product [PayPal](https://www.softwareadvice.com/retail/paypal-profile/) 4.6 [(26465)](https://www.softwareadvice.com/retail/paypal-profile/reviews/) Ratings Breakdown - 4.64Ease of use - 4.52Value for money - 4.25Customer support - 4.56Functionality Pricing Available upon request Get Price Alternative Product [FreshBooks](https://www.softwareadvice.com/accounting/freshbooks-profile/) 4.5 [(4518)](https://www.softwareadvice.com/accounting/freshbooks-profile/reviews/) Ratings Breakdown - 4.50Ease of use - 4.32Value for money - 4.43Customer support - 4.31Functionality Pricing Starting at $21.00 per month Get Price Alternative Product [Agicap](https://www.softwareadvice.com/accounting/agicap-profile/) 4.3 [(161)](https://www.softwareadvice.com/accounting/agicap-profile/reviews/) Ratings Breakdown - 4.34Ease of use - 3.74Value for money - 4.50Customer support - 4.16Functionality Pricing Available upon request Get Price Alternative Product [Xero](https://www.softwareadvice.com/accounting/xero-profile/) 4.4 [(3300)](https://www.softwareadvice.com/accounting/xero-profile/reviews/) Ratings Breakdown - 4.36Ease of use - 4.25Value for money - 4.04Customer support - 4.30Functionality Pricing Starting at $25.00 per month Get Price ## Asset-Map Pricing and Plans Starting price: $142.00 per month Free Trial Free Version Asset-Map Pro $142.00 per user, per month No plan information available Asset-Map Elite $189.00 per user, per month No plan information available Firm Pricing available upon request No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Asset-Map Features - Popular features found in Financial Management Budgeting/Forecasting Cash Management Multi-Currency Project Management Revenue Recognition Tax Management - More features of Asset-Map Consolidation/Roll-Up Customizable Reports Data Visualization Financial Analysis Financial Reporting Planning Tools Risk Management Visual Analytics "What If" Scenarios ## Asset-Map Integrations Wealthbox Integration rated undefined from -1 review ORION Integration rated undefined from -1 review Nitrogen Integration rated undefined from -1 review PreciseFP Integration rated undefined from -1 review Google Drive Integration rated undefined from -1 review Box Integration rated undefined from -1 review See all 9 integrations ## Asset-Map User Reviews Overall Rating 5.0 Ratings Breakdown 5 100% 4 0% 3 0% 2 0% 1 0% Secondary Ratings Ease of Use 5.0 Value for money 5.0 Customer support 5.0 Functionality 5.0 Have you used Asset-Map and would like to share your experience with others? DN Derek N. Verified reviewer Financial Services 2-10 employees Used weekly for less than 12 months Review source Reviewed June 2022 Visual Financial Planning 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Asset Map is simple yet powerful. We are wired to learn visually, AM helps advisors and clients visualize their money. Cons: Nothing, it's a great tool that I have found great value in. 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