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Welcome to Asset-Map Platform
Application Instructions
User Preferences Page
User Preferences Page

Set your User and Platform Preferences

Michael Schwabe avatar
Written by Michael Schwabe
Updated over a week ago

Access User Preferences

From the platform menu select User Preferences

User Settings page includes

Contact Information

Advisor information including name, suffix, address, phone, website and more (some of which appears on the cover page of a report).

Profile Picture

Please select an image that is 2MB maximum size and of JPG or PNG image type.

Application Settings
(These apply to all households.)

  • Default avatar gender color and shape options.

  • Household Avatar Subtitle is the Age/Date of Birth settings - The availability of this choice is dependent upon your Broker Dealer.

  • Default Country, Currently, Date/Time format

  • Asset-Map Report Print Orientation. Auto (platform), Portrait, Landscape. Note: high vertical quantities of financials will print in Portrait, despite Landscape being the default option due to page size limitations.

  • Default Household Start Page: set this to the Summary page (default) or the Household's Asset-Map page.

Account Information (when available)

Role details

Support

Grant Support access when asked by the Asset-Map Support team to assist with troubleshooting.

Manage Deleted Household

Restore deleted household within 30 days of deletion.

Notifications

Adjust bell icon and email notifications for system communications like Discovery and Sub-advisor assignment.

Security page includes

Password

Change your password

Multi-factor Authentication

Set up MFA on devices for secure Asset-Map login.

5/2023

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