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