Though currently Asset-Map is framed around the financials associated with the United States, the platform is able to provide a number of localized resources that can help Canadian Financial Professionals use Asset-Map Platform in their practices to help their valued clients.

👉Please join our Canadian Advisor user community; a growing population of Canadian Financial Professionals sharing practice management ideas and successes. Join today!

👉We provide a means of substituting the names of financials found in the U.S. with Canadian equivalents. Asset-Map Support will apply this masking upon request or upon subscription without cost.

👉Asset-Map provides a Canadian oriented Stencil to help apply financial tiles with Canadian financial naming conventions. This stencil is available in the Public Library of the Stencil application tool. One can preview the stencil by clicking its preview icon, and one can choose to add the stencil to ones own Household Index and modifying as desired for future use. Click the "Add to Personal Library" icon. You can then access it for editing from within your Household Index and then, going forward, apply it using the "My Stencils" library option.

👉Canadian currency and date/time localization can be assigned using the options found under User Preferences. Click your likeness (profile picture or initials) in the upper right area to access this page.

👉For Marketing strategies, Asset-Map has created a one minute commerical relevant to Canadians highlighting the importance of a one-page visual. Use it for your website or other relevant marketing communications platforms. This marketing video comes in branded ($350 U.S.) and unbranded (no cost) versions. Elite subscribers receive the branded version at no cost. Reach out to our Support team to learn more about the Elite subscription.

Tags: Canada, localizations, dollars, CPP, OAS, TSFA, RESP, Critical illness, RRSP, GRC

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