Asset-Map vs. Monarch Money Comparison


Asset-Map	Monarch Money	+	+
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About We combine design thinking and personal finance to display a client’s complete financial picture with clarity. Asset-Map is an award-winning financial tech start-up based in Philadelphia, PA. Over 1 million people are using Asset-Map with their advisors to gain financial clarity. What’s more, we have over $1.4 trillion financial instruments mapped in Asset-Map. An Asset-Map report visually organizes all of a household’s finances in a clear graphical layout, allowing Advisors to apply their professional insight in real-time. Define a household’s most important financial priorities and track their progress with interactive Target-Maps. Intuitively search and filter an entire advisory practice by staying on top of households that need attention unlike ever before. Schedule a demo today and join the thousands of financial advisors helping their clients see the full financial picture to make better decisions.		About Monarch Money is a personal finance management platform that helps individuals and households track spending, manage budgets, monitor investments, and plan financial goals. The software connects bank accounts, credit cards, loans, investment accounts, and other financial assets into a centralized dashboard. Its transaction management tools automatically categorize expenses, track cash flow, and provide detailed spending reports. Monarch Money supports flexible budgeting, recurring bill monitoring, subscription tracking, and financial goal planning. Users can also collaborate with partners, household members, or financial advisors to manage shared finances and coordinate financial decisions. The platform is available through web browsers and mobile applications for iOS and Android, with connectivity to more than 13,000 financial institutions.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported		Platforms Supported Windows Not Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Businesses that require a financial planning solution to to gain financial clarity and optimize their operations		Audience Individuals and couples seeking a comprehensive, easy-to-use financial app for tracking, budgeting, goal setting, and collaborative money management
Support Phone Support Supported 24/7 Live Support Supported Online Supported		Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported		API Offers API Supported
Screenshots and Videos View more images or videos		Screenshots and Videos View more images or videos
Pricing $94 per month Free Version Not Supported Free Trial Not Supported		Pricing $8.33/month Annual: $8.33 per month ($99/year) Monthly: $14.99 per month Free Version Supported Free Trial Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software		Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 5.0 / 5 design 5.0 / 5 support 5.0 / 5 Read all reviews
		Pros from Real Users Pros Comprehensive Financial Dashboard: Monarch Money offers a sleek, user-friendly interface that aggregates all your financial accounts in one place, making budgeting and tracking effortless. Customizable Budgeting Tools: The platform allows you to create detailed budgets tailored to your unique spending habits and financial goals. Goal Setting and Tracking: It’s easy to set multiple financial goals and monitor your progress with clear, motivating visuals. Insightful Reports: Monarch provides detailed spending reports and trends that help you understand your habits and improve your money management. Strong Security: The app uses bank-level encryption and read-only access, ensuring your data stays safe.
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported		Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Not Supported
Company Information Asset-Map Founded: 2008 United States www.asset-map.com		Company Information Monarch Money Founded: 2018 United States www.monarchmoney.com
Alternatives Kestrelbox		Alternatives Albert
Monarch Money		Balance Pro
Bancroft Bancroft Sysyems		Credit Karma Intuit
Savology for Employers Savology		MoneyCoach MoneyCoach UG
Investment Metrics View All		Monavio View All
Categories Financial Analytics Supported Financial Wellness Supported Investment Management Supported		Categories Personal Finance Supported

Integrations Amazon Not Supported Claude Not Supported Claude Desktop Not Supported Finicity Not Supported MX Not Supported Model Context Protocol (MCP) Not Supported MoneyGuide Supported Nitrogen Supported Orion Supported Plaid Not Supported Redtail CRM Supported Riskalyze Supported SmartOffice Supported Target Not Supported VinAudit Not Supported Wealthbox Supported Zillow Not Supported Show More Integrations View All 7 Integrations		Integrations Amazon Supported Claude Supported Claude Desktop Supported Finicity Supported MX Supported Model Context Protocol (MCP) Supported MoneyGuide Not Supported Nitrogen Not Supported Orion Not Supported Plaid Supported Redtail CRM Not Supported Riskalyze Not Supported SmartOffice Not Supported Target Supported VinAudit Supported Wealthbox Not Supported Zillow Supported Show More Integrations View All 10 Integrations
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