Asset-Map

Your credentials can be added to your name on the client-facing reports. 

Please click your profile picture in the upper right area and select User Preferences.

Please find the Suffix text box and enter your credentials.

Click "Update" at the bottom of the information section page.

- Please click your profile picture in the upper right area and select User Preferences.
- Please find the Suffix text box and enter your credentials.
- Click "Update" at the bottom of the information section page.

Please reach out to <a href="mailto:support@asset-map.com" rel="nofollow noopener noreferrer" target="_blank">support@asset-map.com</a> if you have any questions.

How do I Update my Professional Credentials in the Platform?

On-demand Learning for Financial Planners

US Phone: (888) 664-8850

sales@asset-map.com

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