Benefits
A Lead Advisor can enlist the help of another advisor who has access to Asset-Map platform if they are within the same billing account.
Subadvisors can provide an additional set of eyes to help assess and find opportunities on the household.
Set up multiple work partners that have other disciplines to team with you to find opportunities.
Adding a Subadvisor lists the household in the Subadvisor's Household Index.
The subadvisor is notified by Asset-Map Platform that they've been added to a household via email and the notification icon (bell icon) in the upper right area at the top of the screen.
A subadvisor must have access to Asset-Map Platform and be within the same billing account.
Open the Add Advisor Interface
The platform provides two locations for accessing the subadvisor interface:
The Advisors Pane on the Household Summary page.
The Household's Pages Menu / Actions Menu (multi-colored cross icon).
Add / Remove an Advisor
The Add Advisor interface provides you:
A means to search, select and add advisors in your firm.
A means to remove the subadvisor from the household. The deletes the subadvisor from the client's profile. It removes the household from the subadvisor's Household Index and prevents further access to the household. Click the trash can icon and press Save.
Again, be sure to save your choices.
Tags: sub-advisors, team, manage, work partner, delete, remove, subadvisor, advisor, share, household
11/2024