Your time is valuable. Become familiar with the Asset-Map Platform fast.
- Make an Asset-Map - click through how to make an Asset-Map
- Marker Tool - draw on your Asset-Map (or any Asset-Map Platform page)
- Set your Asset-Map User Preferences - profile picture, logo, name, address, password, etc.
- Discovery Interview - Let a prospect make their own Asset-Map
- Make a Target-Map - Reaching Financial Goals
- Set Target-Map Preferences - Our Target-Map templates use pre-set, default preferences. Walk through how to make changes to the defaults.
- Household Index - practice management at your fingertips.
- Our Referral Program - Who do you know that is looking to improve their client meetings?
- Give us your Feedback - Your ideas matter.
Tag: tour, tours, walkthrough, click-through