Asset-Map vs. Equisoft/plan
A side-by-side comparison based on G2 review data.
| Metric | Asset-Map | Equisoft/plan |
|---|---|---|
| Overall rating | 4.8 | 4.5 |
| Review count | 137 | 12 |
| Ease of use | 9.4 | 9.6 |
| Ease of setup | 9.4 | 0.0 |
| Quality of support | 9.8 | 10.0 |
| Meets requirements | 9.3 | 10.0 |
| NPS | 90.510949 | 66.666667 |
| Small Business | 84.7% | 88.9% |
| Mid-Market | 4.4% | 11.1% |
| Enterprise | 10.9% | 0.0% |
| Total page views | 745 | 16 |
| Total LLM citations | 3,694 | 21 |
Asset-Map
Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, Asset-Map is on a mission to elevate the financial health of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that empowers humans to easily comprehend, discuss, and make smart financial decisions now and in the future. Asset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 2.14 million people and $1.6 trillion in financial instruments.
Equisoft/plan
Equisoft/plan is an intuitive and effective financial planning solution providing comprehensive financial portraits.