Asset-Map

Establish your brand within Asset-Map Platform

Custom Branding for Elite Subscribers

Force landscape or portrait orientation for Asset-Map Reports

Asset-Map Report Page Orientation

Perform operations on multiple financials simultaneously

Search and Select Tool

Reports History

Help diagnose the potential impact of disruptive financial events

Signals™ and Signals+

Dollar value fields in Asset-Map Platform can serve as a simple calculator

The In-App Calculator

A household that only a Lead Advisor can see

Make an Asset-Map Private

The previous rolling 30 days of productivity

View Usage Statistics within Asset-Map

Customize Country, Currency, and Date Format

The custodian of the asset is someone other than the interested member

What does a Yellow Tile Mean?

Designing a Better Conversation

Use Fin AI Chat Effectively

UX Update: Relationships and Icons

Member icons and colors throughout the platform

Relationship Avatars

A Sample is a type of household that can be used for demonstrations

Build a Custom Retiree Sample

Presentation Mode and Privacy Screen

Understanding the Entity Ownership (Rollup) View

Speed up adding another financial by duplicating it with a click of a mouse.

Clone a Financial Instrument

Michael Schwabe

Asset-Map platform has an expansive feature set

Exciting Features

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.

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.

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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.

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.

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