Ready to help your clients see their full financial picture?

 
 

Asset-Map empowers Morningstar users to:

  • See the facts of a household by visually organizing all of its finances, allowing you to apply professional insight in real-time.

  • Track progress of a household's most important financial priorities with interactive Target-Maps.

  • Be proactive by intuitively searching and filtering though your client list for those households that need critical attention.

 

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 for the first year reflected below for Morningstar advisors. Toggle to select payment option and unlock additional savings. All plans are annual term commitments.

Pay Annually

Pay Monthly

Professional

$ 142 /mo

  • Includes all of Essentials, PLUS:

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Popular

Elite

$ 189 /mo

  • Includes all of Professional, PLUS:

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Best Value

FIRM

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  • Includes all of Elite, PLUS:

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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.

Schedule Your Tour of Asset-Map

Schedule a demo today and learn how Morningstar Advisor Workstation users are helping their clients see
the full financial picture to make better decisions.

 
 
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Contact sales@asset-map.com for inquiries.