Asset-Map

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📧Sales Email: <a href="mailto:%20sales@asset-map.com" rel="nofollow noopener noreferrer" target="_blank">sales@asset-map.com</a>

💁‍♂️In-app Chat Assistant (24 x 7) and Human Assistance (8:30 AM to 7 PM ET M-F)

Click the support icon in the upper right area of the platform.

📄Support Request Form: <a href="https://share.hsforms.com/1OBfEnJNKQ2GlICmSWY93uw1a5jj" rel="nofollow noopener noreferrer" target="_blank">Submit a Question Form</a>

 Usually responds within one business day.

📧Support Email: <a href="mailto:support@asset-map.com" rel="nofollow noopener noreferrer" target="_blank">support@asset-map.com</a>

  Usually responds within one business day.

Contact Asset-Map

On-demand Learning for Financial Planners

US Phone: (888) 664-8850

sales@asset-map.com

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Contact Asset-Map

✉️Corporate Address

Contact Sales

📱Sales Phone: 888-664-8850 x 1

📧Sales Email: sales@asset-map.com

Contact Support

💁‍♂️In-app Chat Assistant (24 x 7) and Human Assistance (8:30 AM to 7 PM ET M-F)

📄Support Request Form: Submit a Question Form

📧Support Email: support@asset-map.com

📱Support Phone: 888-664-8850 x2