Asset-Map allows you to easily share households with fellow advisors who use Asset-Map for joint-work purposes. Subadvisors will have the ability to edit and run reports in the household but CANNOT delete the household.
 
Note: Sharing a household with a fellow advisor in Asset-Map only allows the sub-advisor to see that particular household -- it will not reveal your complete book of business. A sub-advisor can be removed from a household at anytime by the lead advisor.

Adding a SubAdvisor

  1. Click Add Advisors from the household's dashboard.
  2. Type in the First or Last Name of the advisor you wish to assign to the household and name of the appropriate match and then click "Save".


Tags: sub-advisor, delegate, administrator, admin, assistant

11/2018

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