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Exciting Features
Exciting Features
Asset-Map platform has an expansive feature set
15 articles in this collection
Written by
Michael Schwabe
Import Asset Data Using CSV
You can use a CSV file to add and modify assets on an asset-map report
Written by
Michael Schwabe
Updated over a week ago
Marker
Mark Asset-Map pages
Written by
Michael Schwabe
Updated over a week ago
Key Financial Figures
View the household financial stats that matter most to you
Written by
Michael Schwabe
Updated over a week ago
Platform Updates
Changes and improvements on the Asset-Map Platform
Written by
Michael Schwabe
Updated over a week ago
Investor Profile
Get to know your client's investment sensitivities
Written by
Michael Schwabe
Updated over a week ago
Make an Asset-Map Private
A household that only a Lead Advisor can see
Written by
Michael Schwabe
Updated over a week ago
Asset-Map Platform Features
All About Stencils
Be strategic and time-smart by applying a Stencil to an Asset-Map
Written by
Michael Schwabe
Updated over a week ago
Layouts
Refocus the discussion on other members of the household
Written by
Michael Schwabe
Updated over a week ago
Asset-MapĀ® Report Overview
The Asset-Map Report visualizes a household's members, entities and financials.
Written by
Michael Schwabe
Updated over a week ago
Household Index How-to
Practice management tool to mine for opportunities, support your clients and prospects
Written by
Michael Schwabe
Updated over a week ago
Discovery
Prospects make their own asset-maps
Written by
Michael Schwabe
Updated over a week ago
Available Reports
Report Options
Generate PDFs that have the most impact
Written by
Michael Schwabe
Updated over a week ago
Balance Sheet
Asset-Map's Balance Sheet report is your household's net worth statement.
Written by
Michael Schwabe
Updated over a week ago
Policy Summary
The Policy Summary is a statement of a household's Life, Disability and/or Long-term Care policies.
Written by
Michael Schwabe
Updated over a week ago
Member & Financial Inventories
The Member and Financial Inventories offer a more detailed overview of the items that are normally found on the visual Asset-Map Report.
Written by
Michael Schwabe
Updated over a week ago