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Equitable Financial Professional Subscription
Equitable Financial Professional Subscription
Michael Schwabe avatar
Written by Michael Schwabe
Updated over a week ago

Asset-Map is part of the Basic Digital Essentials Package for 20th Edition FPs. Asset-Map is available to 14th Edition FPs at the negotiated corporate rate:

$89/month x 12 months (total $1068), or $1014.60 paid annually (a 5% discount). Note that these are annual contracts.

When a 20th edition FP signs a 14th edition contract and attempts to access their Asset-Map account from the Equitable portal, they will be redirected to the Asset-Map Sign-up page.

To access their Households within Asset-Map Platform the FP must complete the subsequent forms on the sign-up page and decide which payment option they prefer (annual paid monthly, or annual paid annually with a 5% discount).

Users may view a video demonstration if they desire.

Access is granted upon submitting their billing information.

4/2023

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