As a strategic partner, IFG advisors receive an exclusive 24% discount
Did you catch our recent webinar?
An engaging financial planning demonstration customized just for the IFG community, where we unveil the power of Asset-Map’s interactive visuals, transforming complex financial plans into simple decisions.
Hear from a peer IFG advisor and long-time Asset-Map subscriber, alongside Asset-Map’s Alison Susko and Kevin Swords to learn how the IFG and Asset-Map partnership is enabling financial professionals to lead with advice.
The Financial Picture Worth A Thousand Decisions
Advisors are helping more than 1 million clients gain financial clarity by implementing Asset-Map software into their process. Deliver more human, engaging advice with clear visuals and an easy-to-use platform.
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“The best way to measure the value of technology is to understand what your firm would be like without it. Asset-Map is like coffee for me and my clients; it’s an essential part of every day.”
Book a Demo
We’ll provide a brief product tour tailored to your needs - whether you want help onboarding clients quickly, deepening your relationships or highlighting financial gaps or opportunities - we’ve got solutions for individual and firm level customers.
Choose Your Planning Solution
Try Asset-Map risk-free for 30 days supported by our exclusive money-back guarantee and award winning success team.
24% discount reflected below for IFG advisors. Toggle to select payment option and unlock additional savings. All plans are annual term commitments.
Pay Annually
Pay Monthly
Professional
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Our core solution, designed to take your financial planning conversations to the next level. Professional features include:
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Know Your Client NEW FEATURES
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Analysis + Advice NEW FEATURES
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Present + Collaborate
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Growth + Success
Elite
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Customize Asset-Map to your practice with branded reports, marketing and support designed to help grow your business. Includes all of Professional, PLUS:
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White-Labeled Platform NEW FEATURES
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Customized Data Gathering
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Enhanced Relationship Management
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White-Glove Support + Training
FIRM
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Features for teams of three or more advisors. Unlock maximum level discounts when purchasing for all advisors in your firm. Firm specific benefits include all Professional or Elite, PLUS:
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Practice Management
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Practice Insights + Analytics NEW FEATURES
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Firm-Specific Branding + Discovery
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Data Migration + Firm-Level Support
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Volume Discounts
Questions? Call us at 888-664-8850 (ext. 1)
*List price does not include any applicable state or local taxes that will be applied at time of purchase.
Contact sales@asset-map.com for inquiries.