Build an interactive visual inventory of a household's entire financial picture faster than any traditional planning tool.
7,000+ advisors$1.5T mapped1.25M people mapped
Ditch the 80-page plan. Show one clear map.
Asset-Map turns dense household finances into a single visual your clients grasp in seconds. Build it in minutes, have real conversations, and decide faster.
See a live Asset-Map report built for a sample household in 15 minutes.
Features
Everything you need for the planning conversation
Visual tools that turn financial complexity into clarity your clients can act on.
Asset-Map reports in minutes
Build an interactive visual inventory of a household's entire financial picture faster than any traditional planning tool.
Signals risk framework
Industry-standard algorithms highlight financial risks quickly so you can address them before they become problems.
Target-Map projections
Present value calculations for goal funding and cashflow analysis show clients exactly what it takes to reach their goals.
Relationship Maps
Reveal household family dynamics so every member understands the plan and builds trust in your guidance.
Discovery Tool
Collect prospect and client data directly through a guided tool that feeds straight into your Asset-Map reports.
Team collaboration
Share maps and insights across your firm so advisor intelligence compounds instead of staying siloed.
Trusted by firms across the industry
LPL FinancialRaymond JamesCambridge Investment ResearchCommonwealthCharles SchwabCetera Advisor NetworksPrivate Advisor GroupNavy Federal
7,000+advisors worldwide
$1.5Tfinancial instruments mapped
1.25Mpeople mapped
2xmore successful new advisors over time
The flow
From raw data to client conversation in four steps
Start fast and see the difference within weeks.
Collect household data
Import via CSV or pull directly from 40+ integrations including Orion, Envestnet, Redtail, Schwab, Wealthbox, and Morningstar.
Generate the visual map
Asset-Map creates a scalable household visualization that works for any complexity, net worth, jurisdiction, or currency.
Run Signals and Target-Maps
Highlight risks with the Signals framework and project goal funding with present value calculations, all net of tax and fees.
Present and decide together
Share a clear visual clients understand instantly. Have the real conversation, make the decision, move forward.
Next step
See your next client's finances on one map
Book a 15-minute call and we will build a sample Asset-Map report live.
Book a call»