Asset-Map

Lesson: How to Make an Asset-Map in 4 Minutes

With Discovery, clients make their own Asset-Maps!

Lesson: Online Fact-Finding Using Discovery in 5 Minutes

Make Asset-Maps quickly. Add discussion topics easily. Show them what their Peers have.

Lesson: Stencil™ Overlay in 4 Minutes

Lesson: Have You Saved Enough for your Goals? Target-Maps™ in 6 mins.

Asset-Map Learning and Training Resources

Mike S

Lessons and Training

On-demand Learning for Financial Planners

US Phone: (888) 664-8850

sales@asset-map.com

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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.

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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, 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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