# Asset-Map Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Asset-Map Software - reviews, pricing plans, popular comparisons to other Financial Management products and more.

Source: https://www.capterra.com/p/238077/Asset-Map

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# 

 Asset-Map Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on April 15, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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

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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.asset-map.com/&name=Asset-Map)

## 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 (3,282)](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 (7,647)

Value For Money

5.0 (1)

Value For Money

4.2 (6,560)

Customer Service

5.0 (1)

Customer Service

4.0 (6,264)

## Asset-Map alternatives

[4.2 (2,007)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[4.3 (621)](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

Highest Rated

[4.9 (115)](https://www.capterra.com/p/171456/Business-Plan-Software/reviews/)

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)

[4.3 (8,413)](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/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

Alter the layout and content of reports

Graphical representation of data

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Generate reports to assess the financial performance of an organization

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

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

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](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.

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)