Asset-Map

Learn all about Asset-Map Discovery Online Interview

Discovery Online Fact Finder Overview

Get the best results from great advisor tips.

Discovery Online Interview Tips and Best Practices

Administrate and Manage Discovery Interviews

Discovery Interview Administration Page

See what the client sees as they complete the online interview

Discovery Interview - The Client's View Walkthrough

Advisor-specific fact-finding link for lead generation or prospecting

Discovery Inbound Link

Discovery Outbound Link

Add a shortcut to your inbound link onto your home screen

Discovery Shortcut on Your Mobile Home Screen

What are Inbound and Outbound Discovery links, and how should they be used?

Tips on how to effectively position Discovery Fact-Finder to prospects

Getting Clients to fill out Discovery Fact-Finder

Michael Schwabe

Discovery

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.

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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