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Asset-Map
Visual financial planning and discovery tool, used standalone or alongside eMoney or MoneyGuidePro. ↗ asset-map.com
Pricing
Professional $149/mo or $1,699/yr. Elite $199/mo or $2,269/yr. 30-day free trial.
Integrations
- Orion
- Black Diamond
- Addepar
- eMoney
- RightCapital
- Schwab
- Holistiplan
- Box
- Dropbox
Security & compliance claims
- SOC 2 (stated)
These are the vendor's own claims, not our audit. Ask for the SOC report, data-retention terms and archiving details.
Our take
Customer referral: both sides get a $50 Amazon gift card after a referred subscription. We didn't confirm specific AI features.
Referral / partner program
customer referral ($50 gift card each) ↗ asset-map.com
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