Equisoft/plan vs. Asset-Map
A side-by-side comparison based on G2 review data.
| Metric | Equisoft/plan | Asset-Map |
|---|---|---|
| Overall rating | 4.5 | 4.8 |
| Review count | 12 | 137 |
| Ease of use | 9.6 | 9.4 |
| Ease of setup | 0.0 | 9.4 |
| Quality of support | 10.0 | 9.8 |
| Meets requirements | 10.0 | 9.3 |
| NPS | 66.666667 | 90.510949 |
| Small Business | 88.9% | 84.7% |
| Mid-Market | 11.1% | 4.4% |
| Enterprise | 0.0% | 10.9% |
| Total page views | 16 | 745 |
| Total LLM citations | 21 | 3,694 |
Equisoft/plan
Equisoft/plan is an intuitive and effective financial planning solution providing comprehensive financial portraits.
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.