Cover Page
The Cover Page is the first page of an Asset-Map client report. It is generated from the household's Reports center. It can be generated separately or as part of a multi-page report. It includes the following items:
Company logo (edited on the Team Settings page)
Household Name
Date of Report generation. Ensure you time zone setting is correct in your User Preferences to print the correct date.
Lead Advisor information
Name (edited on the User Preferences page)
Suffix (edited on the User Preferences page)
Title (edited on the User Preferences page)
Company name (edited on the Team Settings page)
Street address (edited on the User Preferences page)
Email address (edited on the User Preferences page)
Website address (edited on the User Preferences page)
Disclosure Page
The Disclosure Page is the last page of an Asset-Map client report. It is generated from the household's Reports Center page. It can be generated separately or as part of a multi-page report. Please note: changing disclosure language may be restricted by your organization's compliance department. It includes the following items:
Header
Reduced company logo image (taken from Team Settings page)
Internal Use Only if generated apart from a Comprehensive report. Check with your compliance department regarding Internal Use Only
Household Name - Month and Year generated
Lead Advisor name and suffixes (taken from User Preferences page)
5/2026