Asset-Map Affiliate Program 2025

What is Asset-Map?

### Overview

Asset-Map operates within the financial technology sector, specializing in visual financial planning solutions designed to enhance advisor-client relationships. The platform was launched in 2014 and is headquartered in Santa Barbara, California, USA. Asset-Map offers a mobile application, enabling financial advisors and their clients to access their financial visuals and plans on the go.

Currently, Asset-Map attracts a monthly web traffic ranging approximately between 20,000 to 30,000 visitors. The primary markets served are the United States, Canada, Australia, the United Kingdom, and Singapore, reflecting its focus on English-speaking countries with mature financial advisory industries.

### Key Features of Asset-Map

Asset-Map’s core feature is its ability to generate intuitive, easy-to-understand visual maps of a client’s financial picture, combining various financial data points such as assets, liabilities, income, expenses, and goals into a single, consolidated view.

– **Interactive Visualization:** Users can create dynamic, customizable financial maps that highlight relationships between financial components.
– **Client Portal & Mobile App:** Provides clients with real-time access to their financial snapshots through a secure, user-friendly interface on both desktop and mobile devices.
– **Collaborative Tools:** Enhances communication between advisors and clients, facilitating more informed decision-making and engagement.
– **Integration Capabilities:** Seamlessly integrates with CRM systems, financial planning software, and other third-party tools to streamline workflow.
– **Compliance and Security:** Built with industry-standard compliance for data privacy and security to protect sensitive financial information.

### Benefits of Using Asset-Map

Using Asset-Map empowers financial advisors to deepen client engagement by simplifying complex financial data into understandable visual formats. This clarity helps clients gain a holistic view of their financial health, fostering trust and enabling proactive financial planning.

– Enhances client retention through stronger relationship building.
– Saves time by automating the creation of comprehensive financial summaries.
– Supports personalized planning tailored to individual client needs and goals.
– Facilitates transparent communication that can improve client confidence and satisfaction.
– Provides an educational tool that demystifies financial concepts for clients.

### Applications of Asset-Map

Asset-Map is primarily utilized by financial advisory firms, wealth managers, and financial planners to streamline client interactions and improve financial planning effectiveness. Its visual approach is beneficial for estate planning, retirement strategies, investment portfolio reviews, and cash flow management.

Additionally, Asset-Map is used in client onboarding processes to quickly establish a financial baseline and during ongoing reviews to track progress against goals. The system is also valuable in collaborative team environments where multiple advisors may be involved in a client’s financial planning.

Asset-Map Pricing Policy

Is there a free plan? What are the free plan features?

Asset-Map does offer a free trial version rather than a permanently free plan. This trial allows potential users to explore core features such as creating visual financial maps, client engagement tools, and basic reporting capabilities. However, ongoing access to advanced features requires a paid subscription.

Is a free trial offered? How is the trial period structured?

Yes, Asset-Map provides a free 14-day trial that enables users to test the platform’s functionalities without any commitment. This time-based trial allows financial advisors and firms to experience the full scope of Asset-Map’s mapping tools, collaboration features, and customization options. After the trial ends, users need to subscribe to a paid plan to continue using the service.

What are the starting prices? Pricing tiers and features explained

Asset-Map’s pricing is structured on a subscription basis paid monthly or annually, not as a one-time fee. The platform offers two main subscription options:

Individual Plan

  • Price: Starts at approximately $109 per month when billed monthly, or about $99 per month if billed annually.
  • Features: Suitable for individual financial advisors. Includes unlimited client maps, collaboration with clients, custom branding, and access to mobile apps.

Firm Plan

  • Price: Custom pricing, typically based on the number of advisors and users within the firm; pricing is generally higher than the Individual Plan.
  • Features: Designed for multi-advisor firms with team collaboration tools, administrative controls, advanced analytics, and API integrations for CRM systems.

The payment model operates on a recurring subscription basis, either monthly or annually with discounts available for annual commitments. There is no pay-per-use or lifetime purchase option. This ensures continuous updates, support, and feature enhancements as part of the subscription.

Asset-Map Affiliate Program

Overview of Asset-Map Affiliate Program

Asset-Map offers a unique and innovative financial visualization tool designed specifically for financial advisors to simplify and enhance their client engagement process. Its affiliate program provides an excellent opportunity for marketers and financial industry professionals to earn commissions by promoting a solution that adds tangible value to financial planning workflows. This review reflects the latest information sourced directly from Asset-Map’s official resources and affiliate network listings as of mid-2024.

Commission Structure

  • Commission Rates and Structure: Affiliates earn a commission calculated as a fixed percentage of the initial sale. The base rate typically starts around 15% per sale, with potential tiered increases depending on volume and ongoing promotions by Asset-Map.
  • Recurring Commissions: The program primarily offers one-time commissions for each new customer referred who completes a purchase. There is currently no recurring monthly or lifetime commission on subscription renewals or future purchases.
  • Sub-Affiliate Program: Asset-Map does not offer a sub-affiliate or multi-tier commission system at this time. Affiliates receive commission only on their direct referrals.
  • Cookie Duration: The affiliate tracking cookie is valid for 30 days. This means commissions are credited for any qualifying purchases made within 30 days of the referral’s initial click.
  • Affiliate Program Management: The Asset-Map Affiliate Program is managed internally through their official affiliate platform, which is integrated with popular affiliate networks such as Impact Radius or similar. Affiliates can sign up and track their performance directly via Asset-Map’s dedicated affiliate dashboard.

Asset-Map Promotion Policy

✅ Permitted Channels for Promotion:

  • Official websites and blogs related to finance, wealth management, or financial advisory
  • Email marketing campaigns targeting relevant professionals within financial advisory domains
  • Social media platforms including LinkedIn, Facebook, Twitter, and Instagram that comply with platform policies
  • Financial and marketing webinars or online events
  • Paid advertising on Google Ads, Bing Ads, or social media ads, contingent on prior approval from Asset-Map’s affiliate management team

❌ Prohibited Channels and Practices:

  • Spam or unsolicited bulk email messages
  • Incentivized clicks without genuine interest or misleading claims about the product
  • Use of trademark bidding or brand terms in paid ad campaigns without approval
  • Promotion on adult, hate, or illegal content websites
  • Cookie stuffing or any deceptive affiliate tracking activities
  • Publicly sharing private affiliate links in forums or comment sections where such promotions violate site rules

Commission Payment

  • Approval Period: After a referred customer completes a purchase, the affiliate commission undergoes a 30-day verification period to allow for returns, cancellations, or fraud checks. Commissions are approved after this window.
  • Minimum Payout Threshold: Affiliates must accumulate a minimum of $50 in commissions before a payout is processed.
  • Payment Frequency: Payments are issued monthly, typically on the 15th day of the month for commissions earned in the previous month.
  • Payment Methods: Asset-Map primarily pays affiliates via PayPal. Wire transfer or check payments may be available upon request depending on the affiliate’s location and payout amount.

Conclusion

The Asset-Map Affiliate Program is well-structured for affiliates targeting professional financial advisors and wealth management audiences. With a straightforward one-time commission model, a 30-day cookie window, and flexible promotional channels, it offers a fair and transparent partnership opportunity. The program’s clean policy guidelines ensure ethical promotion and compliance, making it a solid choice for affiliate marketers specialized in financial technologies or advisory enhancements.

How to Join Asset-Map Affiliate Program

1. Visit the Affiliate Program Page on the Asset-Map website.

2. Review the details and benefits of the Asset-Map referral program to ensure it aligns with your audience.

3. Complete the application form provided on the Affiliate Program Page with your personal and payment information.

4. Submit your application and wait for approval by the Asset-Map team.

5. Once approved, you will receive access to your unique referral links and marketing materials.

6. Start promoting Asset-Map using your referral links to earn commissions for successful referrals.

7. For any questions or further assistance, contact Asset-Map via their support email or the contact page on their website.

Email Contact
info@asset-map.com
 Affiliate Program

Asset-Map Affiliate Program Summary Table

Website
Industry
Product Type
Headquarters
Launch
Monthly Traffic
Target Market
Top Market
Mobile App

Pricing Plan

Starting Price
$
Trial
Payment Model

Commission Structure

Commission Type
Commission
Cookies
Sub Affiliate
Affiliate Network
PPC Allowed
Commission Approved

Commission Payment

Minimum Payment
Payment Cycle
Payment Method

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