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User Preferences Page

How to set up your profile

Michael Schwabe avatar
Written by Michael Schwabe
Updated over 2 weeks ago

Access User Preferences

Click your likeness in the upper right area and choose User Preferences from the platform menu.

User Settings Page

Contact Information

Advisor information, including name, suffix, address, phone, website, and more (some of which appears on the cover page of a report).

Profile Picture

Please select an image that is 2MB maximum size and of JPG or PNG image type.

Application Settings
(These apply to all households.)

  • Household Avatar Subtitle is the age/date-of-birth setting. The availability of this choice is dependent upon your broker-dealer or team manager.

  • Instrument Value rounding. The availability of this choice is dependent upon your broker-dealer or team manager.

  • Default Country, Default Currency, Date/Time format

  • Asset-Map Report Print Orientation. Best Fit (platform chooses), Portrait, Landscape. Note: High vertical quantities of financials will print in portrait, despite landscape being the default option, due to page size limitations.

  • Default Household Start Page: set this to the Summary page (default) or the Household's Asset-Map page.

Support

Grant support access when asked by the Asset-Map Support team to assist with troubleshooting.

Manage Deleted Household

Restore deleted households within 30 days of deletion.

Notifications

Adjust the bell icon and email notifications for system communications.

Security Page

Password Change

Change your password

Multi-factor Authentication

Set up MFA on devices for secure Asset-Map login.

Trusted Devices

Check the devices that have logged into your account.

Client Portal Page

Create preferred permission sets that include the specific pages you want your clients to access via their Client Portal. This permission set will appear in the selector when you generate a client portal link. Please note that this feature may not be accessible to all subscribers, as it depends on their organization's policies.

Customizations (if made available by your firm)

Your firm may provide you with the permission to change the following options in your specific log-in:

  • Report disclosure

  • Report disclaimer

  • DBA logo

  • Discovery Disclaimer

  • Discovery redirect URL

  • Enabling the Discovery Inbound link.

4/2025

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