Read 16 Asset-Map reviews and testimonials from customers, explore 15 case studies and customer success stories, and watch customer videos to see why companies chose Asset-Map as their undefined

Asset-Map is on a mission to elevate the financial wellness 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 promote better guidance conversations, having mapped over 1.25 million people and $1.5 trillion in financial instruments.

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Customer Rating Review Scorebased on 400 reference ratings
4.8/5.0 (400)

16Testimonials

  • "There is no replacement for Asset-Map in my business; that’s how strongly I feel about the impact it’s had on my productivity."

    Jack ChoiAXA Advisors, LLC
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15 Case Studies

  • How Sharon Killion Reaches Clients with Complex Finances by Simplifying the Financial Picture

    Sharon KillionSKS Retirement Solutions
14 more case studiescurrently locked

Additional Asset-Map Information & Resources

Read Asset-Map Reviews, Testimonials & Customer References from 16 real Asset-Map customers.

Browse Asset-Map Case Studies, Customer Success Stories, & Customer References from 15 businesses that use Asset-Map.

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