Overview of the Legacy Essentials Plan in Asset-Map
The Essentials plan is a legacy subscription tier in Asset-Map that is no longer available to new subscribers. Below is a detailed breakdown of the features included and excluded in this plan:
Features Included in the Essentials Plan:
Asset-Map Report: Access to the core Asset-Map visualization tool.
Outbound Discovery: Tools for gathering client information externally.
Client Portal: A dedicated portal for client interactions.
Client Portal – Suggest: Functionality to suggest actions or updates through the client portal.
Features Excluded from the Essentials Plan:
Inbound Discovery: Tools for collecting client information directly within the platform.
Relationship Maps: Visualizations of client relationships.
Drafts: The ability to create and save draft versions of maps.
Signals: Alerts or notifications based on client data.
Target-Maps: Advanced mapping features for goal setting.
Report History: Access to historical reports.
Custom Branding: Options for personalized branding, along with other Elite-tier features.
Legal Features: Tools for legal documentation.
Non-Map Members: The ability to include members who are not part of the map.
Beneficiary Visuals: Visual representations of beneficiaries.
Presentation Mode: Tools for presenting maps in a professional setting.
Priorities: Features for setting and managing client priorities.
Transition to Current Subscription Tiers:
The Essentials plan has been replaced by the Professional and Elite tiers, which offer expanded features and capabilities. Users on the Essentials plan may consider upgrading to access additional tools and functionalities. For more information about current subscription options, please refer to the Asset-Map subscription guide or contact support@asset-map.com.