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Getting StartedView All

10 Articles
  • Getting Started in Asset-Map

    May 29, 2015

    ​This guide will walk you through how to configure Asset-Map for any advisor. You'll learn the basics of how to begin using Asset-Map, how to set up your Preferences, and how to leverage the different user roles in the system for effective case colla...

  • Using the Household Wizard

    Jul 22, 2016

    Introducing Asset-Map Platform's newest “Get Started” feature: the Household Wizard. Quickly add Clients, Prospects, Sample Clients, or Stencils. See below for a step-by-step walk through of the Household Wizard workflow. 1. Add New Household: Cl...

  • 6-Step Asset-Map Process

    Jun 07, 2016

    ​Asset-Map is more than just technology - it is a process. Since its initial development, Asset-Map has been transforming the way financial professionals interact with prospects/clients by allowing them to take a simplified but intelligent approach t...

Additional ResourcesView All

8 Articles
  • Client Fact Finder

    Apr 11, 2017

    Asset-Map Platform now features a Fact Finder Questionnaire that is linked to your Households. Print as an addition to a household’s Comprehensive Report, or as a stand-alone report to document your KYC (know your client) process. IN THIS ARTICLE...

  • Sample Reports

    Apr 14, 2017

    Presenting a sample Asset-Map Report to a prospect or client is a great way to get them interested in pursuing the Asset-Map Process with you. If you don't have a sample built into your Asset-Map account, you can download one of our printable sample...

  • Financial Calculators

    May 08, 2015

    In this article you will find various financial calculators that will assist you in fine tuning your household's Asset-Map and Target-Map Reports. In this article: Social Security Calculator Determining the Cost of LTC College Cost Calcula...

Training (Playbook, Workshops, & Webinars)View All

7 Articles
  • Workshop 1: Positioning

    Oct 15, 2015

    What you need (2+ Participants): Sample Asset-Map Comprehensive Sample Report (Market of interest) Be Prepared: Read Best Practices Sheets (Introduction to Prospects) Review a real-life prospect’s fact-find...

  • Workshop 2: Profiling

    May 11, 2016

    What you need: Printed Fact Finders: Mini, Full Size Print a copy of the Worksheet for each participant (find as PDF attachment at the bottom of the article) Print the "Right Questions" Best Practice Sheet (click here) Advanc...

  • Workshop 3: Uncovering

    May 11, 2016

    What you need: Print the copies of the Worksheet for everyone (Find as PDF attachment at bottom of article) Print blank Fact Finders: Full Size, Mini Scan & print color copies of a completed fact-finder sample in a market of in...

ReportsView All

5 Articles
  • Asset-Map Report Overview

    May 12, 2015

    The Asset-Map® Report is the Platform's household visualization tool. This report can be created in mere minutes by inputting basic fact-finding information gathered from initial or review meetings. It has been used in the field to help Financial Pro...

  • Compliant Comprehensive Report

    May 11, 2015

    The Comprehensive Report is compliance approved for your use in the field with clients and prospects. When generating your Comprehensive report, it will always include a Cover Page and Disclosure Page -- you have the option to personalize the rest o...

  • Balance Sheet Report

    Apr 11, 2017

    The balance sheet is an important and powerful format for discussing the figures associated with net worth outlined by asset/liability type and also by owner. This is a good opportunity to see the net worth of each of the members and entities that ar...

Tips & Best PracticesView All

12 Articles
  • 5 Things You NEED To Know: Asset-Map Report

    May 13, 2015

    There is no doubt that the Asset-Map Report is the cornerstone of the Platform. Whether you use it as a printed report, an online presentation tool, or as a way to keep track of what's going on with your clients/prospects -- there is some important f...

  • Keystone Habit: Asset-Map Client/Prospect Reviews

    Aug 04, 2014

    The single most effective activity that promotes positive advisor interaction with clients has been the 10-minute Asset-Map® Report review. It is during this facilitated conversation with clients using the Asset-Map framework that most client financi...

  • Top Tips for Asset-Map Experts

    Mar 29, 2017

    Asset-Map is full of subtle shortcuts that allow users to build the best experience for both them and their clients. Learn the secrets that all Asset-Map experts should know. In this article: List of Households (Household Index) Estimated Age ...

Target-Map® ReportsView All

9 Articles
  • Getting Started with Target-Map®

    Oct 15, 2015

    Target-Map® Reports are needs-based analyses that assist an advisor in modeling household goals in a few moments. The Target-Maps visually indicate the degree to which a household is funded to meet their financial objectives or address pitfalls. In ...

  • Understanding Target-Map® Report Templates

    Sep 23, 2015

    The Target-Map Report module of Asset-Map allows advisors to run multiple needs-based analyses at once through the use of Templates. There are five preset Target-Map Templates that can be used: Loss of Life Long-Term Disability Long-Term...

  • Retirement Analysis- Target-Map® Report

    Sep 23, 2015

    Adam Holt walks through the entire process of creating a Target-Map. Checking your default Target Map parameters in settings, running the Target-Map, customizing the Target-Map, and talking through why the client might want to use specific assumptio...

FAQsView All

11 Articles
  • Target-Maps: On-going Savings/Contributions & Social Security/Pensions

    Jun 16, 2015

    Target-Map Reports automatically include items such as current savings/contributions to Retirement accounts and future cash-flows such as Social Security or Pensions, but only if they've first been added to the household's Asset-Map Report. In this ...

  • Fact Finders

    Jun 02, 2016

    The unique visual map style of the Asset-Map Fact Finder will allow advisors to build and visualize a client’s Asset-Map Report during reviews and initial meetings. Use Fact Finders to take clear, concise notes that the Lead and Sub-advisors, as well...

  • Delegates - How to Manage Advisor Access

    Jan 27, 2017

    Working with/on behalf of multiple Advisors is easier than ever. The Delegate access has recently been updated in Asset-Map Platform to reflect the account of the Advisor. This mirroring will allow for you to access their book of business with the ex...

Recent Q&A View All

PresentingView All

3 Articles
  • Hosting Web Meetings with Asset-Map

    Sep 11, 2014

    Join.Me for web-meetings from Asset-Map Platform for Advisors on Vimeo.

  • Adding Asset-Map to your iPad

    Aug 12, 2014

    How to Add Asset-Map Icon to iPad from Asset-Map Platform for Advisors on Vimeo.

  • Layouts

    Oct 17, 2016

    Layouts provide an easy way to change the Household members shown on an asset-map report. The new layout can be given a name and saved for later printing. The number of asset-maps increments with the number of layouts saved. You have the option of pr...

Platform UpdatesView All

1 Article
  • November 2016 - Platform Release Details

    Nov 09, 2016

    We have made several enhancements to the user experience and functionality of Asset-Map Platform in the month of October. These changes have come from user requests/product suggestions, as well as our Field Advisory Board members. Here is a list of w...
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