iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry.
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Best Asset-Map Alternatives ranked by AI · updated Aug 2026
Asset-Map is a visual planning platform for financial advisors that organizes a client's assets, liabilities, income, protection, and insurance coverage. Its household-level diagrams help advisors identify gaps and start review conversations.
Top 6 Asset-Map alternatives
RightCapital is a comprehensive financial planning platform for advisors that models cash flow, retirement, estate planning, and insurance decisions. It helps advisors...
Pros
- Provides broader financial planning than Proformex
- Models insurance decisions alongside retirement and cash-flow plans
- Offers strong client-facing planning and collaboration features
Cons
- Less detailed for ongoing in-force policy administration
- Does not specialize in carrier data and policy alerts
- May be excessive for insurance-only practices
Atlas Planning is a digital financial-planning service for people who want structured guidance on savings, investments, retirement, and other long-term goals. It...
Pros
- More comprehensive than basic budgeting apps for long-term financial decisions
- Combines digital planning with professional guidance
- Covers multiple planning areas in one service
Cons
- Less transparent pricing than mainstream self-service planning tools
- Not as widely documented or integrated as established advisor platforms
- May be more suitable for guided planning than fully self-directed users
Proformex is a cloud platform for financial advisors and insurance professionals to organize, monitor, and analyze in-force life insurance policies. It centralizes...
Pros
- Built specifically for in-force life insurance portfolio management
- Automates policy monitoring and review workflows
- Provides centralized visibility across policies and clients
Cons
- Pricing is not publicly listed
- Narrower scope than full financial planning platforms
- Requires accurate policy data and carrier information to deliver useful analysis
eMoney is financial planning software for advisors that combines account aggregation, planning models, client collaboration, and financial data management. It can incorporate...
Pros
- More complete financial planning environment than Proformex
- Combines planning, aggregation, workflows, and client portals
- Suitable for larger advisory firms with comprehensive planning practices
Cons
- Less focused on detailed life-policy monitoring
- Insurance workflows are not its primary strength
- Typically requires more implementation and training than Proformex
6
Empower Personal Dashboard
Empower
Empower Personal Dashboard is a free financial-tracking service for monitoring spending, investments, net worth, and cash flow. It is particularly useful for...
Pros
- Free account aggregation and net-worth monitoring
- Stronger investment and retirement views than Bootstrap Money
- Cash-flow and spending dashboards provide useful financial context
Cons
- Budgeting controls are less comprehensive than YNAB's
- Personalized advisory outreach may be unwanted by some users
- Less focused on step-by-step financial education than Bootstrap Money
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