What is the difference between an Advisor and a Delegate?

Learn the difference between the two user types available in Asset-Map.

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

An Asset-Map Advisor:

  • "Owns" client data in Asset-Map Platform

  • "Shares" households with Delegates

An Asset-Map Delegate:

  • Supports the advisor and can add/edit/update client data in Asset-Map Platform

  • Has access the same access to their advisor's households but CANNOT delete a household from the advisor's account.

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