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 377 reference ratings
4.8/5.0 (377)

16Testimonials

  • “Clients don’t want to be talked to once a quarter when their reports are ready. We need to talk to clients throughout the year about what’s going on in their lives. Engaging continually, instead of in limited moments, builds deep personal connections while also revealing opportunities to better serve their goals.”

    Susan Joy BrunoManaging Director
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15 Case Studies

  • How to Stay Passionate about Providing Financial Advice

    Henry SwanOptimal Planning Partners
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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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