Honest comparison
Asset-Map vs WealthScan
Visual household map of accounts, insurance, and pros. Here's an honest look at where each platform shines and how to decide.
What Asset-Map is
Asset-Map produces a visual one-page snapshot of a household's financial inventory.
Where Asset-Map shines
- Beautiful, intuitive one-page client visual.
- Great for first-meeting discovery and review presentations.
- Lightweight to adopt.
Best for: Advisors who lead client meetings from a visual map.
Where WealthScan is different
- WealthScan's household view is live, not a snapshot — it updates as accounts, documents, and life events change.
- The triad (advisor, CPA, attorney) work in the same view, not a static deliverable.
- Includes strategy library, fact-finder, and document vault — not just visualization.
WealthScan is the coordinated command center for a household and its triad of pros — advisor, CPA, and estate attorney working from a single source of truth. See how it works.
Try WealthScan free
Clients are free, forever. Pros start at a flat per-seat price — no enterprise contract required.