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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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.

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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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