Welcome to Asset-Map Platform
Application Instructions and Resources
Lessons and Training
The Learn Asset-Map Series
Discovery
Online User-Friendly Client Fact-finder
Target-Maps™
Illustrate funding for goals quickly and easily
Account Management
Learn how to invite team members, update your billing details, and more.
FAQs and Troubleshooting
A regularly curated list of the most commonly asked questions by Asset-Map advisors
Community Tips
Techniques your peers have shared with us
Exciting Features
Asset-Map platform has an expansive feature set
Integrations
Do more with Asset-Map by connecting with partners like Riskalyze, Redtail, and more.
Workshops
Team sessions for implementing Asset-Map Platform
Additional Resources
Fact Finders, scripts, calculators, and more.
Client Portal
Invite your Clients to View their Household Online