New Integration Sync Options - There is no need to move away from the Asset-Map page for integration data sync any longer! Now get the latest integration-linked data from multiple places:

Default Household Start Page - A new User Preference setting! Instead of viewing the Household's Summary page when you click to open a Household, jump right to their Asset-Map every time. This is a global setting that will apply to each household in your book.

Key Financial Figure(s) on PDF - Now include your choice of up to five household Key Financial Figures on the electronic report (for example: household Net Worth). This option is available on the Household's Reports center page.
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Contingent Beneficiary assignment - Assign contingent beneficiaries and the percentage of assignment of financials. Contingent beneficiaries can be designated on the financial and will not impact reporting or calculations.

Auto Logout Time Limit - Users will be logged out after this many minutes of inactivity on an Asset-Map page, including multiple browser tabs. Users will be presented with a two minute warning. A Team Manager may select the desired length of time on the Team Settings page, with the default being 60 minutes.

Assign Entity Ownership - Stack and display one entity's ownership share of the financials of a sub-entity on the Asset-Map Report. More on this feature found here.

Target-Map Text Search - Search Target-Map's What you Want or What you Have pages for specific Reference Name or Description text. For clients with many assets this makes finding them a breeze!

Click and drag line items on the Target-Map What you have page. We have had this great feature on the What you want page for awhile. Now enjoy the convenience of the same feature on the What you have page to reorder cash flows, assets and insurances. The electronic report will reflect your revisions.

Black Diamond integration now imports financial instruments! More information located here.

Target-Map Default Tab option. Open a Target-Map on a desired tab every time. Pick from one of the three tabs: What you want, What you have, or What it means, to open to when clicking to edit or discuss a Target-Map.

Orientation picker on Reports page. Choose your desired Asset-Map page orientation for the specific report. Note: this is for the current generated report you are working on. The Default orientation option is still found under your User Preferences.

Custom Target-Map bar color picker. Differentiate your Custom Target-Maps by choosing your desired Custom Target-Map color.

Redtail now imports financials. Check out this reference for more information.

Implemented convenient keyboard shortcut for the Search & Select tool. Click CTRL+SHIFT+S while on the Asset-Map or Financials pages to turn it on and off.

Recover deleted financials or members on a household for up to 30 days.
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Enhancements and fixes to improve user experience.

Plenty of back-end work on new features coming out very soon! Shhh!

User experience improvements including lowering the time to apply a stencil (🚀).

Milestones History - provides a view of past Milestone engagements.

Custom Target-Map Templates - You can now create, save and reuse your own Target-Map financial goals. Whereas the system's Target-Map capital requirements (What you wants) cannot be edited and saved for future use, using the Custom Target-Map Template offers you the ability to create and reuse your own capital requirements. More details here.

New Avatar set option. The new set affects both household Members and Legal Entities. The avatar color is based on Member or Entity Role.

*new Support service* Client Uploader - Bulk upload client data
(Limited availability. Check with your broker dealer or firm.)

Questionnaires - Asset-Map Elite subscribers will now be able to incorporate commonly formatted questionnaires directly into Asset-Map so that the vital information of a client household is in one place. Custom Questionnaires can be sent to the client as a meeting takeaway or completed in the meeting. This new addition makes the advisor-client interaction more efficient, allowing businesses to scale quickly.

Implemented liability financial against insurance cash value financial.

Implemented new Search and Select Tool. Choose desired operation to be performed on multiple financials simultaneously. Learn more here.

Update to Discovery Online Interview: New optional fields for prospect to enter their email address and phone number. This populates the Discovery report as well as the appropriate Member fields on the Details tab on Member edit windows.
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Join Asset-Map Community! Ask questions, get and share best practices, ideas and industry insights. Chat with users and Asset-Map experts. See you there!

Morningstar Office Integration - Import clients from Morningstar Office into Asset-Map Platform. Upload Asset-Map reports of connected clients from Asset-Map Platform into Morningstar Office's report center.
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Quick copy button for items on the Target-Map What you want page. Layer cash flow desires with less work.

A new Household Index Column and Filter: Primary Member's Birthday.
Coupled with other columns or filters, this could be a very helpful tool to work your book of business!

Signals™ release - Help diagnose the potential impact of disruptive financial events.

Improved load times.

Other user interface tweaks.

Target-Map Title Bar Upgrades

More Signal™ refinements in preparation for a version roll-out coming soon!

More UI tweaks and improvements.

Asset-Map Report Orientation Selector. You now have a global setting for the direction in which the electronic version of an Asset-Map Report is printed. In User Preferences, select Auto (let the platform decide), Portrait or Landscape.

Learn more about the User Preferences page. ↗️
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Signals™ refinements.

Household Index displays integration links when hovering mouse over the link icon.

Restore deleted households (within 30 days). Found within User Preferences.

On Asset-Map, select specific stencil tiles for deletion instead of the entire stencil. Hover mouse over tile and check the box. Click multiple tiles and remove them using the trash can icon. (Works only for stencil tiles.)

File storage integration: Box, Dropbox, Drive
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Household Reports History - reprint past reports

Rearrange report pages and save report page layout
(Only for Elite Plan. Upgrade now!)
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Household Milestones

Discovery administration page updates

Added new Partners page on platform menu (under advisor likeness) to highlight our valued Asset-Map partners.

Bug fixes and interface tweaks to improve user experience.

Purchase seat licenses in-app

Reports page updates

Discovery Filters

Clone Instrument feature is now available (duplicates a financial with a click for easy editing)

Behind the scenes optimizations and bug fixes

Multi-member scenarios on Asset-Map Report have been upgraded to improve clarity of which members and entities are selected.

The core infrastructure for multi-factor authentication has been built in for a near future implementation.

Asset-Map right-click enhancements.

Right-click menu on Financials tab bring easy access to add financials quickly

Behind the scenes optimizations and bug fixes

Enter key can now be used in the value field calculator

Improved back-end database communications

"Save Searches" have now been imported to the new UX as "Layouts" on the Household Index.

Bug fixes and performance improvements

Added Property and Casualty financials to the Building Blocks stencil

Improvements to PDF generation.

Calculator functionality in value fields in the modals

Owned by another functionality on the AMR

Bug fixes and other improvements.

Enabled Asset-Map preview images in the HH summary.

Lines on the Asset-Map in the new UX.

Linked instruments on the AMR in the new UX. (sans Property & Casualty)

Asset-Map Layouts

Updates Notes report so that when the Member / Financial is clicked from the Notes report the modal opens directly to the Notes tab

Cosmetic updates to report pages for padding, other appearance items, etc.

Action bar updated with new icons for expanding / minimizing

Support Household Integration page in the New UX for:
~ Wealthbox
~ Redtail
~ Veo
~ Riskalyze
~ Orion
~ Black Diamond

Support of Team Settings in the New UX

Support of custom background images in the New UX

Improved Saved table layouts on Household Index (columns and filters)

Configurable Reports with ability to drag & drop order, report page count, and number of reports selected (drag & drop coming soon)

New workflows to add a household (new manual process, new workflow to access Discovery, Integrations, Data Loader)

Simplified In-household left hand navigation

"Member list bar" available on all eligible reports

Ability to select more than 2 members in a Household. [For Display ONLY]

User can also now select 0 members

Added: new right click options on Asset-Map page