Overview and Benefits
A Lead Advisor can enlist the help of another advisor or work partner on a Household 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).
Note: Only the Lead Advisor's name will be listed on the cover page of a comprehensive report.
Add / Remove an Advisor
The following actions are available on the Add Advisor interface:
Search, select and add advisors who are in your firm to share the household with them.
Remove the subadvisor from the household. Click the trash can icon and press "Save". This removes the subadvisor from the client's profile. It removes the household from the subadvisor's Household Index and prevents further access to the household.
Again, be sure to save your choices.
Tags: sub-advisors, team, manage, work partner, delete, remove, subadvisor, advisor, share, household
1/2026