How do I manage advisor roles and household transfers in Asset-Map?
Managing advisor roles and household transfers in Asset-Map involves specific steps to ensure data integrity and proper access. This guide provides an overview of the process and answers common questions. Advisor role management is restriced to the Team Manager on the account.
Overview of Advisor Role Management
When an advisor is terminated or their role changes, it is important to handle their associated households appropriately. Asset-Map allows you to manage these transitions without losing household data.
Steps for Unchecking an Advisor
If an advisor has households that need to be retained or transferred:
Navigate to the advisor's profile in the Asset-Map application.
Go to the Membership Tab.
Uncheck the Advisor Box instead of deleting the advisor's profile. This action ensures that the households remain linked to the advisor in the database.
Guidelines for Household Transfers
When to Transfer Households: Transfer households only if another advisor requires active access to those clients.
When Not to Transfer Households: If no other advisor needs access, you can simply uncheck the advisor box. The households will remain in the database linked to the original advisor.
FAQs on Advisor Access and Household Management
Q: What happens to households if I uncheck the advisor box?
A: The households remain in the database and are still linked to the advisor. No data is lost.
Q: Do I need to transfer households to another advisor?
A: Only transfer households if another advisor needs active access to those clients. Otherwise, unchecking the advisor box is sufficient. By following these steps and guidelines, you can effectively manage advisor roles and household data in Asset-Map.
Q: What happens if I delete the advisor from my account on the Membership page?
A. Clicking the trash can icon will close the advisor's book of business and account. Within 90 days the client information will be deleted from our systems. An advisor seat is freed up on the account to be filled by the next advisor. The billing remains unchanged for the duration of the subscription.