Asset-Map

Client Portal Overview and FAQ

Define how your client will engage with their client portal

Create a Client Portal Link

Administrate Client Portal Links

Specify what your clients have access to view

Customize Client Portal Permission Sets

Allow your clients to view their Asset-Map securely online

Asset-Map Client Portal Features

Share a Report Through Client Portal

Clients suggest edits that are reviewed by the advisor

Client Portal Suggesting Permission Set (Suggest Mode)

Client Portal Permission Sets: Deciding Client Access

Michael Schwabe

Emily Ames

Invite your Clients to View their Household Online

Client Portal

On-demand Learning for Financial Planners

US Phone: (888) 664-8850

sales@asset-map.com

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