Take a look at the benefits of our subscription tiers listed below. If subscription tiers are available to your organization it might be worth taking a look at what our Elite tier provides. All subscriptions are annual with two payment options: monthly for 12 months, or annual (discounted pricing). Find the most up-to-date information on our product tiers at www.asset-map.com/pricing.
Professional Tier
Asset-Map’s Core Conversational Financial Planning Solution
Pricing: ($1704 annual pay or $149x12 monthly pay)
🧑🏽🤝👩🏼Know Your Client
Stay current on the who and what of your client’s financial life by utilizing our fact-finding interview, data capture, profiling, and data integration features
Discovery
Asset-Map Stencils for fact-finding
Relationship Map
Signals & Key Financial Figures
Integrations
Notes
Priorities
📈Analysis + Advice
Plan + analyze your client’s goal funding + risks. Tax, estate, investment + retirement planning tools enable simple ways to model and translate the complex.
Drafts to model choices before/after
Target-Maps for Retirement, Education and Accumulation goals
Protection planning needs analysis including life, disability and long-term care
Model scenarios, comparisons and “what-ifs”
Beneficiaries Visualization
👉🏼Present + Collaborate
Engage prospective and existing clients in and out of your meetings, present easy-to-digest advice, and collaborate on the path to financial security.
Asset-Map Report
Asset-Map Sidebar: simultaneously see the bigger picture (“the forest”) and specific details on a person or financials (“the trees”)
Client Portal
Notes
Questionnaires
Presentation mode
📈Ongoing Success
Insights, support, and quality training designed to help you succeed and grow. Your success is our success.
5-star Training
1:1 Support
Marketing Resources
Support/Resource Center
Integrations (if we want to spell out a different set of productivity integrations, such as with Box and Drive)
Elite Tier
Customize Asset-Map to your practice.
Pricing: $2268 annual pay or $199x12 monthly pay)
Everything in Professional PLUS:
📄Branding Your Platform
Custom Branding
Customized Discovery Theme
Custom Report pages
📑Custom Marketing
Customized Marketing Video
Custom Questionnaires
Custom Milestones
☎️Personalized Priority Support
1:1 Onboarding
Boot Camp FREE ($929 value)
Priority Support
Would you like to discuss an upgrade? Feel free to book a little time here.
FIRM - Overlaid on Pro or Elite
Turnkey package built for firms of 3+ advisors with robust administrative capabilities optimized for hybrid and stand-alone RIAs. Single Payor required.
Everything in Pro or Elite plus:
Firm-level management of users, client access, collaboration
Firm-level Book of Business Insights and Analytics
Standard Firm branding
Firm-Specific Discovery for new client prospecting and onboarding
Client data import support (“we’ll help you get the data in”)
Volume discounts available OR Maximum discounts available for firms that sign up all of their advisors.
Delegate Assistant Pricing
Pricing for your assistants who help you manage your book of business (a delegate) is $49/month for the length of your subscription.
3/2026