11/14/2024
🎉🎉🎉Introducing Legal Instruments🎉🎉🎉
Legal Instruments provides a means to document and track the client's legal arrangements within the household. Discussing legal documents is crucial for effective financial planning, risk management, tax efficiency, and ensuring that clients' wishes are respected and implemented.
👉Learn more here.
10/17/2024
🎉🎉🎉Introducing Relationships Maps🎉🎉🎉
A family tree is nothing new. But, how about a "relationships map" that allows for improved visualizations of a client's relationship structures?
We are excited to announce the launch of Asset-Map's new feature designed to enhance the Conversational Planning paradigm. This tool allows you to fully understand and visualize the various relationships your clients have, helping you and your client see how these connections fit into their personal or financial situation. You can now create visually appealing and highly editable maps that represent Trust, Business, Family, and other relationships, enabling more meaningful conversations with your clients. Learn more here.
👉We've renamed the "Members" page to "Relationships" on the Asset-Map Household's menu. This provides a more accurate indicator that you now document and visualize not just the member components on the Asset-Map, but that you catalog the important acquaintences and entities that are ancillary to a map as well.
👉We've also rolled out an improvement to our Target-Map interface. Now you'll find the Target-Map's story tabs at the top of the edit interface. Don't lose them!
10/3/2024
Helpful updates to make conversations easier include:
Adding contingent beneficiary to Beneficiary Check list, Policy Summary, and PDFs.
Adding Medical and Other insurance types to the Policy Summary page.
9/18/2024
👉Questionnaire Notifications
You asked and we listened. Those of you on the Elite Subscription tier are learning about the amazing features Elite subscribers have - one of them being Questionnaires. We are rolling out notifications when a household completes their Questionnaire. You'll get an email and in-app notification. All notifications are adjustable on the User Preferences page in the Notifications section. Woot!
8/22/2024
🎉Household Member inventory now includes non-mapped members!
Catalog personal and professional relationships and other entities deemed ancillary to the client's Asset-Map. Include information for the client's Attorney and CPA or estate executor, for example, that may not need to be on the map but are worth documenting with the Household. Learn more 👉 here
7/11/2024
⭐⭐⭐ Development continues in creating best-in-class client engagement with the implementation of impressive features:
Sidebar - a new tool bar and work area to streamline data entry and a stage for future modules.
Beneficiary Visualization - taking your inheritance conversation out of spreadsheet mode into the next level with your clients.
"Medical" and "Other" insurance categories - to provide a platform to discuss this impactful financial topic.
More Member relationship roles. We are refining family and professional relationships.
👉 Here's a quick resource to show how these great features fit in.
6/13/2024
🎉Holistiplan Integration.
Lifting the advice engagement paradigm to new heights, we are integrating with Holistiplan! Holistiplan is a cutting-edge tax planning tool designed to assist financial planners in offering more comprehensive and efficient services. With Holistiplan, advisers can effortlessly upload their clients' tax returns and instantly generate a personalized tax planning report, complete with professional branding, in a matter of seconds. This makes the process seamless and hassle-free for both advisers and clients.
Learn more about our Holistiplan Integration 👉here.
*Some firms may not have immediate access to this integration.
5/29/2024
🎉Beneficiary Checklist Enhancements.
Experience improvements to the Beneficiary Checklist page include the following:
A new column indicating the following: “Relevant Member” for cash flows, “Interested Member” for assets and liabilities, and “Policy Owner” for insurance.
We have also implement the ability to access the financial instrument's edit/info window for quick updates and inspection.
5/16/2024
🎉Target-Map™ Enhancements. We have enhanced the Target-Maps and the Target-Maps Summary page to streamline upcoming developments and enhance client goal discussions.
🎉Target-Map Comparisons. We've implemented a new view of focusing on the important planning discussions you want to have. Learn more here!
🎉Plannr Integration. Asset-Map can now import members and financials from Plannr! If you are logging in from the U.K., check out more details here.
🎉Entity Ownership can now be shown on an electronic report. Use the selector now available on the household's Reports page.
3/15/2024
🎉Client Portal. Invite your clients to view their Household Asset-Map online! Learn about how the Client Portal works 👉 here.
2/22/2024
🎉Addepar Integration is live! Learn more 👉 here.
12/14/2023
🎉Stencil™ Library. The Stencil applicator gets a big upgrade! Enhance your personal stencil collection with those stencils maintained by Asset-Map. Use them directly or copy them into your own Household Index and have the ability to customize them to your liking before applying them. Get the full scoop about the Stencil Library here.
11/2/2023
Snooze Signals™. You have the option to "snooze" those Signals that do not need to be discussed or tracked. "Wake" them when you'd like to engage your client about them.
🎉Schwab integration is live! Learn more about the Schwab integration 👉here.
9/28/2023
🎉Morningstar Advisor Workstation integration is live! Learn more 👉here.
9/7/2023
🎉Introducing Drafts (for Professional and Elite plans)! Drafts provide the opportunity to present hypothetical financial instrument changes as part of the client-planner conversation. Get all the details👉here.
8/17/2023
🎉A PDF of a Target-Map's Cash Flow Details table now includes the popular chart as well!
5/18/2023
New Integration Sync Options - There is no need to move away from the Asset-Map page for integration data sync any longer! Now get the latest integration-linked data from multiple places:
The Actions menu while on the Asset-Map page
Asset-Map page Right-Click (alt-click) menu
The integration's tab on the edit/information page for Members and Financials
The Household Summary page, Integrations box (3-dot menu)
These new options will provide context sensitive options depending on the integration partner you are connected to.
5/3/2023
Default Household Start Page - A new User Preference setting! Instead of viewing the Household's Summary page when you click to open a Household, jump right to their Asset-Map every time. This is a global setting that will apply to each household in your book.
Key Financial Figure(s) on PDF - Now include your choice of up to five household Key Financial Figures on the electronic report (for example: household Net Worth). This option is available on the Household's Reports center page.
4/19/2023
Contingent Beneficiary assignment - Assign contingent beneficiaries and the percentage of assignment of financials. Contingent beneficiaries can be designated on the financial and will not impact reporting or calculations.
4/5/2023
Auto Logout Time Limit - Users will be logged out after this many minutes of inactivity on an Asset-Map page, including multiple browser tabs. Users will be presented with a two minute warning. A Team Manager may select the desired length of time on the Team Settings page, with the default being 60 minutes.
3/9/2023
Assign Entity Ownership - Stack and display one entity's ownership share of the financials of a sub-entity on the Asset-Map Report. More on this feature found here.
Target-Map Text Search - Search Target-Map's What you Want or What you Have pages for specific Reference Name or Description text. For clients with many assets this makes finding them a breeze!
Click and drag line items on the Target-Map What you have page. We have had this great feature on the What you want page for awhile. Now enjoy the convenience of the same feature on the What you have page to reorder cash flows, assets and insurances. The electronic report will reflect your revisions.
2/23/2023
Black Diamond integration now imports financial instruments! More information located here.
2/13/2023
Target-Map Default Tab option. Open a Target-Map on a desired tab every time. Pick from one of the three tabs: What you want, What you have, or What it means, to open to when clicking to edit or discuss a Target-Map.
Orientation picker on Reports page. Choose your desired Asset-Map page orientation for the specific report. Note: this is for the current generated report you are working on. The Default orientation option is still found under your User Preferences.
Custom Target-Map bar color picker. Differentiate your Custom Target-Maps by choosing your desired Custom Target-Map color.
1/23/2023
🎉 It's already a Happy New Year here at Asset-Map. We hope to help you have an amazing 2023!
Redtail now imports financials. Check out this reference for more information.
12/21/2022
Implemented a convenient keyboard shortcut for the Search & Select tool. Click CTRL+SHIFT+S while on the Asset-Map or Financials pages to turn it on and off.
Recover deleted financials or members of a household for up to 30 days.
Enhancements and fixes to improve the user experience.
Plenty of back-end work on new features coming out very soon! Shhh!
11/16/2022
SignalsTM+ for Elite Tier Subscribers: A practice management tool to expose opportunities to help you help your client's financial wellbeing.
👉 Interested in Elite? Learn more here↗️.
10/12/2022
User experience improvements include lowering the time to apply a stencil (🚀).
10/6/2022
Milestones History provides a view of past milestone engagements.
Elite subscribers will see expanded reporting capability as well as a new Milestone Comment field to keep track of important thoughts and ideas for the client engagement milestone.
Custom Target-Map Templates: You can now create, save, and reuse your own Target-Map financial goals. Whereas the system's Target-Map capital requirements (what you want) cannot be edited and saved for future use, using the Custom Target-Map Template offers you the ability to create and reuse your own capital requirements. More details here.
9/22/2022
New avatar set option. The new set affects both household members and legal entities. The avatar color is based on member or entity role.
*new Support service* Client Uploader: Bulk upload client data
(Limited availability. Check with your broker dealer or firm.
8/16/2022
Questionnaires: Asset-Map Elite subscribers will now be able to incorporate commonly formatted questionnaires directly into Asset-Map so that the vital information of a client household is in one place. Custom Questionnaires can be sent to the client as a meeting takeaway or completed in the meeting. This new addition makes the advisor-client interaction more efficient, allowing businesses to scale quickly.
8/11/2022
Implemented liability financial against insurance cash value financial.
6/16/2022
Implemented a new Search and Select Tool. Choose the desired operation to be performed on multiple financials simultaneously. Learn more here.
6/2/2022
Update to Discovery Online Interview: New optional fields for prospects to enter their email address and phone number. This populates the Discovery report as well as the appropriate Member fields on the Details tab on Member edit windows.
Join the Asset-Map Community! Ask questions, get and share best practices, ideas, and industry insights. Chat with users and Asset-Map experts. See you there!
4/5/2022
Morningstar Office Integration: Import clients from Morningstar Office into the Asset-Map Platform. Upload Asset-Map reports of connected clients from the Asset-Map Platform into Morningstar Office's report center.
Quick copy button for items on the Target-Map What you want page. Layer cash flow desires with less work.
3/24/2022
A new household index column and filter: primary member's birthday.
Coupled with other columns or filters, this could be a very helpful tool to work your book of business!
3/8/2022
SignalsTM release: Help diagnose the potential impact of disruptive financial events.
Improved load times.
Other user interface tweaks.
2/23/2022
Target-Map Title Bar Upgrades
Edit button: edit and review a Target-Map's details
Settings button: change Title, Duration, Net Return, Annual Increase
Double-click title; edit title
Single-click title: edit and review a Target-Map's details
More SignalTM refinements in preparation for a version roll-out coming soon!
More UI tweaks and improvements.
1/25/2022
Asset-Map Report Orientation Selector. You now have a global setting for the direction in which the electronic version of an Asset-Map Report is printed. In User Preferences, select Auto (let the platform decide), Portrait or Landscape.
Signals™ refinements.
Household Index displays integration links when hovering the mouse over the link icon.
Restore deleted households (within 30 days). Found within User Preferences.
12/7/2021
On Asset-Map, select specific stencil tiles for deletion instead of the entire stencil. Hover mouse over tile and check the box. Click multiple tiles and remove them using the trash can icon. (Works only for stencil tiles.)
11/23/2021
File storage integration: Box, Dropbox, Drive
11/12/2021
Household Reports History: reprint past reports
Rearrange report pages and save report page layout
(Only for Elite Plan.). Upgrade now!)
Household Milestones
9/17/2021
Discovery administration page updates
Improved inbound link and outbound link interface.
Improved Discovery table filter behavior for cleaner interface.
Discovery QR code button to create QR image of inbound link for advisor marketing collateral.
Added a new Partners page on the platform menu (under advisor likeness) to highlight our valued Asset-Map partners.
Bug fixes and interface tweaks to improve user experience.
8/17/2021
Purchase seat licenses in-app
8/2/2021
Reports page updates
Reorder pages by clicking and dragging
Save reports page layouts. If you've determined you'd like to save your re-ordered pages as a new report configuration, click the new Save option and name it. It is available for all other households. Making it the default option is also available. You can save up to five report configurations.
Discovery Filters
Filter past your Discovery interviews from the Discovery administration page.
5/11/2021
Clone Instrument feature is now available (duplicates a financial with a click for easy editing)
Behind the scenes optimizations and bug fixes
4/13/2021
Multi-member scenarios on Asset-Map Report have been upgraded to improve clarity of which members and entities are selected.
The core infrastructure for multi-factor authentication has been built in for a near-future implementation.
Asset-Map right-click enhancements.
3/30/2021
Right-click menu on Financials tab bring easy access to add financials quickly
Behind the scenes optimizations and bug fixes
3/16/2021
Enter key can now be used in the value field calculator
Improved back-end database communications
"Save Searches" have now been imported to the new UX as "Layouts" on the Household Index.
Bug fixes and performance improvements
Added Property and Casualty financials to the Building Blocks stencil
2/16/2021
Improvements to PDF generation.
Calculator functionality in value fields in the modals
Owned by another functionality on the AMR
Bug fixes and other improvements.
2/2/2021
Enabled Asset-Map preview images in the HH summary.
Lines on the Asset-Map in the new UX.
Linked instruments on the AMR in the new UX. (sans Property & Casualty)
Asset-Map Layouts
12/8/2020
Updates Notes report so that when the Member / Financial is clicked from the Notes report, the modal opens directly to the Notes tab
Cosmetic updates to report pages for padding, other appearance items, etc.
Action bar updated with new icons for expanding / minimizing
11/24/2020
Support Household Integration page in the New UX for:
~ Wealthbox
~ Redtail
~ Veo
~ Riskalyze
~ Orion
~ Black DiamondSupport of Team Settings in the New UX
Support of custom background images in the New UX
11/4/2020
Improved Saved table layouts on Household Index (columns and filters)
Configurable Reports with ability to drag & drop order, report page count, and number of reports selected (drag & drop coming soon)
New workflows to add a household (new manual process, new workflow to access Discovery, Integrations, Data Loader)
Simplified In-household left-hand navigation
"Member list bar" available on all eligible reports
Ability to select more than 2 members in a Household. [For Display ONLY]
user can also now select 0 members
Added: new right-click options on Asset-Map page
Tags: update, program, change, changes, innovations, tools, features, product
11/2024