Asset-Map

For financial advisors and financial planning professionals, Asset-Map helps make a client household’s financial situation easier to understand and discuss. Advisors can gather information from clients or prospects through an online Discovery Interview, then organize household members and entities alongside assets, debts, income, and insurance in a visual report. The platform also includes tools to review key financial figures, explore potential risks and goal-funding gaps, and create hypothetical “what-if” versions of a map without changing the original records. Advisors can generate client-facing reports and, where enabled, share selected information through a permission-controlled client portal. Clients may be able to suggest updates, which the advisor reviews before any changes are made. Asset-Map is designed primarily as an advisor workspace for organizing household information and supporting planning conversations—not as a standalone budgeting or investment-trading app for consumers. Feature availability may depend on the firm’s settings or subscription.

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