--- title: "Asset-Map Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Asset-Map Software - reviews, pricing plans, popular comparisons to other Financial Management products and more." source_url: "https://www.capterra.com/p/238077/Asset-Map/" page_type: "product" language: "en" --- # Asset-Map Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Asset-Map ## What is Asset-Map? Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, Asset-Map is on a mission to improve 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 visualize clients' financial picture and promote better guidance conversations, having mapped 2.14 million people and $1.6 trillion in financial instruments. ## What is Asset-Map used for? [Financial Management](https://www.capterra.com/financial-management-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $142 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Asset-Map?[Manage this product listing](https://www.g2.com/products/asset-map/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Asset-Map 5.0 (1) VS. [4.4 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/) Starting Price $142 Per User, Per Month Starting Price $25 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.4 (2,831) Value For Money 5.0 (1) Value For Money 4.2 (2,447) Customer Service 5.0 (1) Customer Service 4.0 (2,337) ## Asset-Map alternatives [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.5 (2,676)](https://www.capterra.com/p/56250/Procore/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars Highest Rated [4.7 (128)](https://www.capterra.com/p/232772/Rocketlane/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) [4.3 (8,529)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) Starting price $38.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/190778/QuickBooks-Online/) [View all alternatives](https://www.capterra.com/p/238077/Asset-Map/alternatives/) ## FAQs about Asset-Map Overview ### What company size and specific industries is Asset-Map built for? Asset-Map is designed for financial advisors, financial planners, wealth managers, retirement planners, estate planners, and financial advisory firms. It fits businesses in the financial services sector, particularly advisory practices and firms that support clients with planning, wealth management, retirement planning, and estate planning. Features and Usability ### What are the key features of Asset-Map? Asset-Map offers financial analysis, financial reporting, and planning tools for mapping client information and evaluating scenarios. Core features include "What If" Scenarios, Consolidation/Roll-Up, customizable reports, data visualization, visual analytics, and risk management for presenting and assessing financial data. Integrations ### Which third-party tools and platforms does Asset-Map integrate with? Asset-Map integrates with Addepar, Box, Envestnet | MoneyGuide, Google Drive, Morningstar Direct, Nitrogen, ORION, PreciseFP, Redtail CRM, Wealthbox CRM, and eMoney Advisor. The catalog covers file storage, CRM, planning, and portfolio management platforms. Getting Started and Support ### What training and onboarding options does Asset-Map offer? Asset-Map provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars offer scheduled group learning, and documentation and videos give teams self-paced reference material for setup and feature review. Getting Started and Support ### What customer support options does Asset-Map offer? Asset-Map provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. Without reviewer feedback on support experiences, no reliable conclusions can be drawn about response speed, helpfulness, or common frustrations. These channels indicate multiple ways for users to seek product guidance and troubleshooting. ## Features AI summary Based on 1,574 Financial Management reviews Capterra data shows that buyers of Financial Management software rank the following features as their top priorities: - **General Ledger** (**59%** of reviewers rated this feature as critical) - **Financial Reporting** (**49%**) - **Accounting** (**61%**) Asset-Map includes **Financial Reporting**, which gives teams a clear view of financial performance through organized reports and easier tracking of key metrics. However, it does not offer **General Ledger** or **Accounting**. Its support for **Financial Reporting** helps businesses monitor results, review trends, and make better financial decisions with more confidence. Consolidation/Roll-Up Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting Customizable Reports Alter the layout and content of reports Data Visualization Graphical representation of data Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Financial Reporting Generate reports to assess the financial performance of an organization Risk Management Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Asset-Map 8 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting - Customizable Reports: Alter the layout and content of reports - Data Visualization: Graphical representation of data - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Reporting: Generate reports to assess the financial performance of an organization - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data --- Get Advice We can help you find the software with the features you need. Features 5.0 (1) 5.0 Based on 1 reviews ## Pricing Value for money 5.0 (1) Free Trial Asset-Map Pro $142.00 Per User,Per Month Asset-Map Elite $189.00 Per User,Per Month Firm Contact Us 3+ Seats Value for money 5.0 (1) 5.0 Based on 1 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Box](https://www.capterra.com/p/148766/Box/)[ Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/)[ Wealthbox CRM](https://www.capterra.com/p/175666/Wealthbox/)[ Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)[ eMoney Advisor](https://www.capterra.com/p/119135/emX/)[ Nitrogen](https://www.capterra.com/p/210418/Riskalyze/)[ PreciseFP](https://www.capterra.com/p/10020378/PreciseFP/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (1) 5.0 Based on 1 reviews ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent DN Derek N. CFP Financial Services ### "Visual Financial Planning" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 21, 2022 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. Switched from [eMoney Advisor](https://www.capterra.com/p/119135/emX/) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.