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Welcome to Asset-Map Platform
Application Instructions and Resources
By Michael1 author63 articles
Lessons
The Learn Asset-Map Series
By Michael1 author5 articles
Discovery
Online User-Friendly Client Fact-finder
By Michael1 author10 articles
Target-Maps®
Illustrate funding for goals quickly and easily
By Michael1 author27 articles
Account Management
Learn how to invite team members, update your billing details, and more.
By Michael1 author2 articles
FAQs and Troubleshooting
A regularly curated list of the most commonly asked questions by Asset-Map advisors
By Michael1 author21 articles
Community Tips
Techniques your peers have shared with us
By Michael1 author10 articles
Exciting Features
Asset-Map platform has an expansive feature set
By Michael1 author15 articles
Integrations
Do more with Asset-Map by connecting with partners like Riskalyze, Redtail, and more.
By Michael1 author16 articles
Workshops
Team sessions for implementing Asset-Map Platform
By Michael1 author1 article
Additional Resources
Fact Finders, scripts, calculators, and more.
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Client Portal
Invite your Clients to View their Household Online
By Michael1 author2 articles