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As a strategic partner of Asset-Map, AICPA members receive an exclusive 10% discount!
If you are a PFP Section Member, please click here to proceed with signing up.
Boost client retention and increase revenue in today's competitive landscape by using the industry's leading client data visualization and engagement tool.
Choose Your Planning Solution
Try Asset-Map risk-free for 30 days supported by our exclusive money-back guarantee and award winning success team.
10% discount reflected below for AICPA Members. 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.