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Exciting Features

Exciting Features

Asset-Map platform has an expansive feature set

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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
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Written by Michael Schwabe
Updated over a week ago

Marker

Mark Asset-Map pages to enhance your client meetings
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Written by Michael Schwabe
Updated over a week ago

Key Financial Figures

View the household financial stats that matter most to you
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Written by Michael Schwabe
Updated over a week ago

Platform Updates

Changes and improvements on the Asset-Map Platform
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Written by Michael Schwabe
Updated over a week ago

Investor Profile

Get to know your client's investment sensitivities
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Written by Michael Schwabe
Updated over a week ago

The Private Checkbox

A household that only a Lead Advisor can see
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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
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Written by Michael Schwabe
Updated over a week ago

Layouts

Refocus the discussion on other members of the household
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Written by Michael Schwabe
Updated over a week ago

Asset-Map® Report Overview

The Asset-Map Report visualizes a household's members, entities and financials.
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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
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Written by Michael Schwabe
Updated over a week ago

Discovery

Prospects make their own asset-maps
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Written by Michael Schwabe
Updated over a week ago
Available Reports

Comprehensive Report

Options to generate a PDF of an Asset-Map report
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Written by Michael Schwabe
Updated over a week ago

Balance Sheet

Asset-Map's Balance Sheet report is your household's net worth statement.
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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.
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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.
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Written by Michael Schwabe
Updated over a week ago