Compare products
Asset-Map vs NaviPlan
Price
Published entry price$89+per user / month
Published entry price$182.92+per month
Annual estimate10 people, entry price
Offer
No offer right now
No offer right now
Focus
Financial Planning & Analysis
Banking Software
Product
Visual financial planning platform that maps client financial data for advisor meetings.
Financial planning software for advisors with cash flow and tax planning modules.
Headquarters
Philadelphia, Pennsylvania
Toronto, Canada
Company size
51-200 employees
201-500 employees
Plan
Published entry price
Published entry price
Published rate
$89+ / user / month
$182.92+ / month
Billable seats
10
Flat rate
Source updated
Oct 29, 2026
Nov 2, 2026
Capabilities
Plan capabilities
Integrations
Buyer fit
Best for
Company size
Security and switching
Security reviews
Security and migration
Case studies and sources
Case studies
Customer evidence
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Plan limits, integrations, security reviews and case studies for every product you compare.
Financial Planning & Analysis
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