As a strategic partner, United Planners advisors receive an exclusive 24% discount
Watch the Latest Webinar!
This webinar was customized just for our United Planners community - hear from Asset-Map’s Alison Susko and Shannon Granahan to learn how the United Planners 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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“Asset-Map provided us with a solution to create a process that would not only share JB’s client knowledge with the rest of the team, but also give us a way to make those stories come alive in a way traditional notes and paper couldn’t.”
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 United Planners advisors. Toggle to select payment option. All plans are annual term commitments.
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Includes all of Essentials, PLUS:
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.