For application inquiries and support please click the Submit a Question button below:
Application Instructions
Platform Menu
(click advisor profile image)
Contact Information
Profile Picture
Application Settings (avatars, country localizations, date/time format)
Support (grant support access for assistance)
Notifications (turn on/off Discovery and Sub-advisor notifications via email or notifications bell icon)
Customizations (other options if enabled by firm)
Account Settings (company name, firm disclaimer, disclosure, value rounding, age/date subtitles)
Membership (invite, remove, edit advisors and delegates)
Activity (rolling 30 days activity within Asset-Map)
Billing Information (update your billing information)
Invoices (download PDF of past invoices)
Subscription (view your subscription details)
Integrations (connect with our partners)
Invite a Peer (referral program)
Discovery (online client fact-finder questionnaire)
These are Target-Map funding template global default settings for the following:
General settings
Loss of Life settings
Disability settings
Long Term Care settings
Dependent Education settings
Retirement settings
Terms and Conditions
Logout
Search Fields (search list of households)
Support Center (chat, articles)
Notifications and Notification Center (system notifications and settings)
Marker (draw on any page in any color)
Household Index (list of household with filter capabilities)
Add Household (3-ways to add a household: manual, Discovery, Integrations)
Household Environment
Household Summary Page
(Access to all household information in one place)
Details page (including Delete a Household)
Update the household data with integrations and search for contacts
Asset-Map pane
A preview of the household's Asset-Map
A list of Target-Maps created for the household
View Members
View Legend
P&C Display (Property and Casualty financials)
Edit Financial Tiles
Edit a Financial by clicking its tile on the map, the pencil icon, or "Type" name on the Financials page.
Edit Members and Legal Entities
Edit a Member or Legal Entity by clicking its avatar on the map, or the pencil icon or "Type" name on the Members page.
Members table
Legal Entities table
Cash flows table
Assets table
Liabilities table
Insurance table
Target-Map Page
The Household's Key Financial Figures
Fact-finding through surveys
Index table
Columns, adding/removing
Filters
Save filters and columns as a Household Index Layout
Search households
Integrations
Stencils
Target-Maps (funding goals)
Target-Map Preferences (default Target-Map preference settings)
Custom Target-Map Template (create and save your own Target-Map goals)
Show Scenarios (Clones)
👉 Wondering how to do something specific? Check out the How To Collections at the end of the Table of Contents page.
👉 Want an overview? Need a refresher? Why not attend free training? Click here to reserve your spot.
Tips, Ideas, Features, and Resources
Asset-Map Community (join our active user community)
Client Letters (engage your clients with various texts to send via postal or email)
Link Tree (Links for training, referrals, support and more)
Client Portal
Practice Management
Tech Compass - AdviceTech Map - How does all of this technology fit together?
Re-engage your Client (bringing back orphaned clients)
On-demand Learning
Includes CEO Adam Holt's industry webinars shedding light on client engagement best practices and top Financial Professional issues today, as well as the following growing list of training seminars:
Accelerate Series
2023
2024
👉Check out our webinar archives (20+ additional webinars!)
👉Head to www.asset-map.com/webinars to register for the next webinar(s)!
👉Get your Asset-Map user certificate! Register for Asset-Map University
How-To Collections
Create a Household (and Asset-Map)
Edit Asset-Map's Financial Tiles and Members
Search and Select Tool (perform an action on multiple financials)
Stencils
Target-Maps
Downsize of Home
Handling Age Gaps
Layering in a Long Term Care Event During Retirement
Lump-Sum Pension vs. Pension Payout Over Time
Multiple Education Expenses
Offsetting Education Expenses with Loans, Scholarships, etc.
Paying Down Debt (Mortgage Payoff)
Saving for a Large Purchase or Event
Tiered Expenses
Tiered Income Distributions
Client Engagement How to
5/2024