FAQs and Troubleshooting

A regularly curated list of the most commonly asked questions by Asset-Map advisors

30 articles in this collection
Written by Michael Schwabe

Roth Features Check box

Here's how the Asset-Map platform considers when Roth Features box is checked
Written by Michael Schwabe
Updated over a week ago

I can't run a Report or run Target-Maps on a Household

Ensure your household type is not a Stencil
Written by Michael Schwabe
Updated over a week ago

Link a debt to an Asset

Visually associate a debt with an asset
Written by Michael Schwabe
Updated over a week ago

How do I Illustrate Cash Value of Life Insurance as an Asset?

Written by Michael Schwabe
Updated over a week ago

Reorder Assets on an Asset-Map Report

Moving assets around is currently not a feature, however, with proper naming, assets can be reordered
Written by Michael Schwabe
Updated over a week ago

How do I show GMIB / GMWB on an Asset-Map?

Display guaranteed living benefits on an asset-map
Written by Michael Schwabe
Updated over a week ago

Cloning an Asset-Map using Hide/Show Feature

Learn another way to easily show multiple Asset-Maps by using the hide/show feature.
Written by Michael Schwabe
Updated over a week ago

How do I change my Logo, Disclosure and Disclaimer?

Customize your logo, disclosure and disclaimer
Written by Michael Schwabe
Updated over a week ago

Make a Copy of a Household Asset-Map

Steps to clone/copy/duplicate a household's Asset-Map
Written by Michael Schwabe
Updated over a week ago

Set Your Asset-Map Member Icons

Asset-Map can depict traditional and non-traditional relationships
Written by Michael Schwabe
Updated over a week ago

Hide/Show Financial Instruments

A feature that gives you more flexibility and control over how your client’s financials display in Asset-Map
Written by Michael Schwabe
Updated over a week ago

How do I grant Asset-Map Support access to my households?

When calling/emailing/messaging into Customer Support, the Asset-Map team will need permission to view your households.
Written by Michael Schwabe
Updated over a week ago

How do I remove a Stencil?

Once a Stencil has been applied, it can just as easily be removed.
Written by Michael Schwabe
Updated over a week ago

How do I change the Lead Advisor of a household?

Households are assigned "Lead Advisors" based on the access in which they are added into Asset-Map Platform.
Written by Michael Schwabe
Updated over a week ago

How do I account for on-going retirement contributions?

Illustrate the savings and contributions a household is making towards their retirement plan.
Written by Michael Schwabe
Updated over a week ago

Using Annuities in Asset-Map and Target-Map Reports

Assign an income or asset as a "Deferred Annuity"
Written by Michael Schwabe
Updated this week

Why are some boxes yellow on the Asset-Map?

Financials that appear highlighted in yellow on the Asset-Map are controlled by a different person or entity than the interested member.
Written by Michael Schwabe
Updated over a week ago

How do I add or delegate a teammate?

Learn how to share your households with key members of your team.
Written by Michael Schwabe
Updated over a week ago

Does Asset-Map work on mobile devices?

Asset-Map is optimized to work on smart phones and tablets.
Written by Michael Schwabe
Updated over a week ago

What is the difference between an Advisor and a Delegate?

Learn the difference between the two user types available in Asset-Map.
Written by Michael Schwabe
Updated over a week ago

Can I attach files?

Coming soon!
Written by Michael Schwabe
Updated over a week ago

Can I add notes for a household?

Use notes to document important details about a household's financial condition.
Written by Michael Schwabe
Updated over a week ago

Can I add more than two people on the Asset-Map Report?

Use layouts to save multiple versions of an Asset-Map Report for larger households.
Written by Michael Schwabe
Updated over a week ago

What does Net Present Value mean?

Written by Michael Schwabe
Updated over a week ago

How do I delete a Household?

Written by Michael Schwabe
Updated over a week ago

Why are the jointly owned assets not showing at the bottom of the Asset-Map Report?

Written by Michael Schwabe
Updated over a week ago

How do I share a Household with my team?

Sharing Households with "sub-advisors" and joint work partners.
Written by Michael Schwabe
Updated over a week ago

What does "Future Value" mean and when should I use it?

Written by Michael Schwabe
Updated over a week ago

How do I customize my reports?

Customize a Household's Comprehensive Report from the Reports page.
Written by Michael Schwabe
Updated over a week ago

Can I apply Social Security/Pensions in needs analyses?

Written by Michael Schwabe
Updated over a week ago