Asset-Map

Options for making one map from two households

How to Merge or Combine Households in Asset-Map

Estimate Monthly Mortgage Payments

Include Dental, Eye, Supplemental, Government, Critical Illness etc. in your client conversation

Health Insurance / Other Insurance

Compare expenses with incomes for one full year

Illustrate One Year of Expenses on a Target-Map™

Serving corporate plan sponsors and cross-servicing plan participants

Engaging Corporate Plan Participants

Future Increase Option (FIO)

Wills, POAs, Goals. Track the status of documents that matter.

Show Goals and Track Important Documents

Before and After Asset-Maps

Our CEO, Adam, shares how he introduces it to a client or prospect for the first time.

How to Introduce Asset-Map in a Meeting

Apply filters to manage your Household Index

Household Index Filters from the Asset-Map Community

An Asset-Map "App" for your mobile device

How to Set Up a Shortcut to Access the Asset-Map Login Screen on iOS and Android

Ideas to assist your client in using their client portal in Suggesting mode

Improve the Client Experience in Client Portal Suggest Mode

Ideas to generate conversation around a client's business

The Business Owner Conversation

Michael Schwabe

Tips and Best Practices

On-demand Learning for Financial Planners

US Phone: (888) 664-8850

sales@asset-map.com

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Find answers and get help from Intercom Support and Community Experts

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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.

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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