Asset-Map

Increase your stencil library by requesting pre-made stencils

Request a Stencil™- South Africa

Customized Marketing Video

Estate Planning Tools in Asset-Map

Accelerate Series Webinars

Links for training, referrals, support and more

Asset-Map Link Tree

Learn how to upload your logo to be featured on the cover page of your comprehensive reports.

Set up your DBA Logo

Select the appropriate household status when manually making an Asset-Map

Household Status Types

Fliers, Brochures, Logos, Social Media posts, Press Release

Marketing Your Practice

Be ready for your meeting and mitigate problems that could arise

Pre-meeting Preparations

Successful advisors know that asking good questions helps clients commit to action faster than "presenting", "explaining", or "educating".

Helpful Questions Inside Select Stencils that Lead to Action

Contact Asset-Map

Commonly used terms and features in Asset-Map Platform

The Asset-Map Glossary

Explore the different options for displaying age on a map

Member Age Options

Keystone Habit: Track Asset-Map Client & Prospect Reviews

Certificate of Completion to show your expertise

Asset-Map University (AMU)

Questionnaires for Elite Tier subscriptions.

Request a Questionnaire

Resources for Canadian Planners

Show Flow of Assets Upon Death

Roth Conversions

Take advantage of all Elite Features available to you!

Elite Subscriber Checklist

Firms may request various password login requirements

Login Password Options

Michael Schwabe

Fact Finders, scripts, calculators, and more.

Additional Resources

An easy to follow script for talking prospects through the Asset-Map Fact-Finding process.

Script: Introduction to Prospects

Find unknowns, risks, and opportunities on an Asset-Map Report.

Asset-Map Report Review - Ask the Right Questions

Don't wait to engage your clients. They expect more.

Five Proactive Advisor Conversations that Clients Appreciate

Prompts and questions to enhance your client meeting using Signals

Have Great Conversations with Signals™

Strategies to show your worth to Corporate entities

Engage Corporate Benefits Clients

Using Asset-Map as a Pre-Screening & Engagement Tool

Scripts & Talking Points

Learn how to introduce a prospect to your practice

Positioning Asset-Map to Prospects

Illustrate guaranteed incomes on an Asset-Map and Target-Map™

Annuity Assets and Annuity Income

Asset-Map provides tools to help with this important discussion

Help Clients Through Divorce

Using Asset-Map Platform to communicate effectively with your top clients

Ultra-High Net Worth and High Net Worth

Three techniques to assess household financial situations

Interpreting Asset-Map Reports

Re-engage Your Client

Engage your clients in every step of their life's journey

The 6-Step Asset-Map Field Process

Here's how to create your own blank fact-finders

Create a Blank Fact-finder

Six events that disrupt household finances.

Financial Fire Drills

A library of suggested text for emails or letters to prompt clients into action.

Client Correspondences

I've got some of my client's information. Now what?

Next Steps: From Asset-Map to Client Meeting

Presenting to Clients & Prospects

Request a Stencil™

Social Security, Long Term Care, College Cost calculators and more.

Financial Calculators

Create multiple Households for one or more advisors

Client Uploader: Bulk Import Client Data into Asset-Map

Integration partners are an important aspect of Asset-Map

Request an Integration

Let your client know your thoughts about their financial situation.

How to Enter Recommendations for a Client

Tools

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

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

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.

Prototype article-aware answer

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.

Prototype integrations answer

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

Prototype invite-team answer

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.