Overview
Taking the time to configure your "User Preferences" is a simple yet powerful step toward creating a truly personalized and professional experience within the Asset-Map Platform. By updating your profile, you ensure that every report reflects your unique brand—complete with your correct contact details and a professional photo. Beyond just aesthetics, these settings allow you to tailor the application’s functionality to your workflow, from setting default currencies and print orientations to managing security with Multi-Factor Authentication. Ultimately, optimizing these preferences empowers you to work more efficiently and present a polished, customized interface to your clients.
Access User Preferences
Click your likeness in the upper right area and choose "User Preferences" from the platform menu.
User Settings Tab
Contact information
This information populates your report cover page, your client's client portal login, as well as your Discovery online fact-finder interview.
Advisor name: This is the name entered when you subscribed to Asset-Map. this field is locked. Request a name change by emailing support@asset-map.com. This is displayed on the cover page of client facing reports.
Credentials suffix: This is displayed on the cover page of client facing reports.
Organization name: This is the name entered when you subscribed to Asset-Map. This is displayed on the cover page of client facing reports. This field is locked. Request an organization name change by emailing support@asset-map.com.
Organization address: This is displayed on the cover page of client facing reports.
Phone number: This field is displayed on the Client Portal interface for advisor contact information. Note: this field is not displayed on the cover page of a report.
Website: This is displayed on the cover page of client facing reports.
Email address: This is the address you supplied when you subscribed. Your email address serves as your log-in to Asset-Map. Changing your email address here will also change your log-in username.
Note: Red astrisk denotes required information.
Profile Picture
Your portrait personalizes your client's experience with you. Please select an image that is 2MB maximum size and of JPG or PNG image type. This appears in your Asset-Map environment, your online client-facing Discovery fact-finding interview, and your client's client-portal.
Application Settings
These are default settings that apply to all households.
Household Avatar Subtitle is the date of birth setting that controls what is displayed on the Asset-Map. Select from none, age or date of birth. The availability of this choice is dependent upon your broker-dealer or team manager's Team Settings page. If you have Team Settings available, first access Team Settings, turn on the Team Members can set subtitle setting and use the drop menu to choose the subtitle format.
Default Country, Default Currency, Date/Time format
Setting the default currency to anything other than U.S. Dollar will change the Discovery Interview financial terminology to general financial terms instead of U.S.-specific ones.
Reports Time Zone: when selected, displays the correct date on the cover page of a client-facing PDF report generated from the Reports Center in a household.
Asset-Map Report Print Orientation. when selected creates the Asset-Map page in the desired orientation. Choices include: Default (portrait), Portrait and Landscape. Note: High vertical quantities of financials will print in portrait, despite landscape being the default option due to page size limitations. The orientation can be modified on a specific household's Reports center page to overide the default option selected here for that PDF report.
Default Household Start Page: set this to the Summary page (default) or the Household's Asset-Map page.
Integration Auto Sync (if available): If turned on this option automatically polls the integration partner if the household is linked when the household is opened by the advisor or the delegate. The advisor is presented with a dialog box to stop the autosync if desired or to let it continue to update values. Note: this feature does not automatically sync an entire household index. Learn important details about Integration Auto Sync here.
Appearance
The Appearance section allows the advisor to select the avatar gender preference and avatar color pallet. Use the gender set selector buttons as desired. Use the color pallette selector as desired. The desired combination will be reflected throughout the application. Gender can be customized at the member level in a household.
Color Pallets
Palette 1 = default color pallet
Palette 2 = adjusts the opening colors for Primary & Spouse/Partner
Palette 3 = a "vibrant" option
Support
To help troubleshoot questions you might have we may ask you to grant support access. You may revoke access from this setting as well.
Manage Deleted Households
Restore deleted households within 30 days of deletion.
(Note: click the link to learn more about notifications.)
Use this setting to turn on or off system notifications that come to you through email or the bell notification icon located in the upper right area of Asset-Map.
Security Tab
Maintaining a secure password and changing it periodically is best practice. Please note that this requirement may depend on your organization's security and compliance requirements. Users using their firm's SSO access to enter Asset-Map would not necessarily need to change their password within Asset-Map. Please reach out to your firm's technical support department if you have questions.
Password
You have the option to change your password.
Password requirements:
At least 8 characters long
Contain at least 1 lower case letter
Contain at least 1 Upper case letter
Contact at least 1 number
(Note: click the link to learn more about multi-factor authentication.)
Set up "MFA" through email, SMS, and Authenticator App.
Trusted Devices List
Check the devices that have logged into your account.
Client Portal Tab
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)
These customizations are not available for every user. 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