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UX Update: Relationships and Icons

Michael Schwabe avatar
Written by Michael Schwabe
Updated over 3 weeks ago

Asset-Map member icons and relationships incorporate new colors and representations to provide an improved, modern client conversation experience. This update is standardized across all pages of Asset-Map Platform and on client-facing output as well. Take a look:

Asset-Map Electronic Report (PDF)

Asset-Map Page

Relationship Map

The Relationship Map now differentiates household members with color tiles and icons.

Member Bar

The member bar at the top of the Financials, Beneficiaries Review, and Balance Sheet pages incorporates the new member icons and colors.

A Refreshed Asset-Map Experience

4/2025

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