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
- Click Add Advisors from the household's dashboard.
- 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