Asset-Map

Taxes, COLA, Future Value considerations in Asset-Map Platform

Cost of Living Adjustment (Inflation) and Loss to Taxes

Resend Discovery Interview Link

Consideration of Taxes on Assets or Cash Flows in Target-Maps™

Taxes - Loss to Taxes

Questions answered and important tips about Retirement Target-Maps

Retirement Target-Map™ Q&A and Best Practices

Cash Flow Details Underfunded While Target-Map™ Bar is Fully or Overfunded

Engage with clients to update household and financial information

Comprehensive Guide: Collaborating with Clients to Update Asset-Map Data

How to create a PDF without "Internal Use Only"

Internal Use Only

Cash Value is an asset on the client's map

Life Insurance Cash Value Asset

Visually associate a liability with an asset on the map

How to Connect a Liability to an Asset

Here's how the Asset-Map platform evaluates an asset when Roth Features box is checked

Roth Features Check Box

Reorder Financials on an Asset-Map Report

Here are steps to take if for cloning a household and Asset-Map

Make a Copy of an Asset-Map

A feature that gives you more flexibility and control over how your client’s financials display on an Asset-Map.

Hide, Reveal and Unhide Financial Instruments

Formatting issues due to hidden formatting characters

Notes - Troubleshooting

Delete a Sample, Stencil, Client, or Prospective Household

How do I Delete or Restore (Undelete) a Household?

The impact of Future Value when applying a desired percent for cost of living indexing and making funds available for a goal.

The Future Value Checkbox and Funding Availability

Here's why Decimals are not used in Target-Maps™

Planning with Whole Numbers

Michael Schwabe

A regularly curated list of the most commonly asked questions by Asset-Map advisors

FAQs and Troubleshooting

On-demand Learning for Financial Planners

US Phone: (888) 664-8850

sales@asset-map.com

Submit a Support Question

Find answers and get help from Intercom Support and Community Experts

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

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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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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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