# 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 --- # Asset-Map Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 3, 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 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. [4.5 (4,518)](https://www.capterra.com/p/142390/FreshBooks/reviews/) Starting Price $142 Per User, Per Month Starting Price $21 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.5 (7,694) Value For Money 5.0 (1) Value For Money 4.3 (6,604) Customer Service 5.0 (1) Customer Service 4.4 (6,309) ## Asset-Map alternatives [4.4 (3,299)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.3 (687)](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 [4.2 (2,043)](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 [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) [4.3 (8,460)](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 advisory firms and professionals in financial planning, wealth management, retirement planning, and estate planning. It fits small practices through larger advisory organizations that need a tool for client relationship and planning work in the financial services sector. Features and Usability ### What are the key features of Asset-Map? Asset-Map offers financial analysis and financial reporting tools, along with planning tools for scenario modeling and "What If" scenarios. It also includes consolidation/roll-up, risk management, customizable reports, data visualization, and visual analytics for presenting financial data in mapped formats. Integrations ### Which third-party tools and platforms does Asset-Map integrate with? Asset-Map integrates with wealth management and file-sharing tools including Addepar, Box, Envestnet | MoneyGuide, Google Drive, Morningstar Direct, Nitrogen, ORION, PreciseFP, Redtail CRM, Wealthbox, and eMoney Advisor. These integrations cover CRM, planning, research, and document storage 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 to help teams get started. In person and live online options support guided instruction, webinars cover group learning, documentation offers written reference material, and videos provide self-paced viewing. 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. Support experiences are not described in reviewer feedback here, so no claims can be made about response times, helpfulness, or common frustrations. These channels give users multiple ways to find answers or contact support. ## 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. ## 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.