Asset-Map — Visual Financial Planning For Advisors

Asset-Map is a visual financial planning platform for wealth managers and financial advisors

Asset-Map is a financial planning platform that transforms complex data into interactive visual maps. It is designed for financial advisors, wealth managers, and RIAs who need to simplify client communication and accelerate decision-making. By replacing traditional spreadsheets with a single-page visual layout, the platform allows advisors to display a client's entire financial life, including assets, liabilities, and insurance policies, in one view. The software enables real-time scenario modeling and goal-based tracking to identify gaps in a client's financial strategy. Asset-Map helps business owners in the financial sector increase their efficiency by reducing the time spent on report generation and manual data entry. You can find more tools like this on surfai.app to help scale your advisory practice. The platform also includes specific modules for retirement projections and estate planning to ensure comprehensive coverage of client needs. Advisors can use the built-in discovery tools to collect information from clients during live meetings, making the planning process collaborative rather than transactional. The tool also supports white-labeling for enterprise firms that want to maintain consistent branding across their advisor network in 2026. Asset-Map operates on a subscription model for professional advisors and offers custom pricing for larger enterprise teams.

• Pricing: enterprise

Specifications

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