Overview

The Asset-Map Report page isn't just a dashboard; it’s your primary workspace for the What and Where of the planning conversation. It is designed to help you and your client visualize every financial decision they have made, where those financials live, and discuss what purpose they serve. Use this page to build clarity, identify gaps, and transition into other very important conversations ("IF" and "WHEN").

The Asset-Map page of the Household is the premier workspace and a conversation tool in Asset-Map Platform. Below is a catalog of features that will help you create, edit and educate a client using their Asset-Map report.

Conversation Flow

1. The "Who" - Discuss the Relationships

Conversation Goal: Ensure we are talking about the right people and entities.

Customizing the View: Use the Members Bar to toggle individuals or entities on and off.
- The Conversation: "Let’s focus just on your assets for a moment," or "Let’s look at how your business entity interacts with your personal holdings."
The Sidebar: Think of this as your "Meeting Agenda." While you are on the Asset-Map (WHAT/WHERE), you can quickly pivot to Signals (IF) or Target-Maps (WHEN) as the client’s questions evolve.

2. Organizing Financial Decisions

Conversation Goal: Grouping "like with like" to see the big picture.

Color-Coded Clarity: Tiles are automatically grouped and colored (Red for Retirement, Green for Non-Retirement, etc.). The legend is at the bottom of the map.
- The Conversation: "Let's examine your future taxed assets (retirement assets - red)." "Let's examine your liquidity or your presently taxed assets." "What cash flows do you have and what protections are in place?"
Automatic Totals: Sums are displayed near the avatars. Use these to validate the scale of their current situation without digging into spreadsheets.

3. Real-Time Collaboration (Sidebar)

Conversation Goal: Capturing ideas as they happen so the client feels heard.

The Sidebar: Use the Sidebar to edit data without losing sight of the map.
- The Conversation: "You mentioned a new life insurance policy. Let's add that right now so we can see how it changes the picture." "What things matter most to you right now? Let's prioritize them and keep them in focus."
Stencils: Apply a Stencil to show the client "what's missing."
- The Conversation: "Most families in your position also have [X]. We don't see that here—is that a decision you've already made, or something we should explore?"
Draw & Highlight (Marker Tool): Use the Marker (CTRL + M) to circle specific areas of the map during a remote or in-person meeting to maintain focus.

4. Professional Presentation (Top Border Tools)

Conversation Goal: Removing distractions to focus on the human element.

Presentation Mode: Click the "TV" icon in the upper right area to hide menus and unneeded icons.
- Pro Tip: Enter Presentation Mode before sharing your screen. It signals to the client that this time is dedicated entirely to their story, not your software.
Privacy Screen: Use this if you are in a public space or desire to blur the map prior to your meeting.

Members Bar

Details of the Members bar is found 👉🏼 here.

Household member and entity name tags are clickable on the Members bar at the top of the Asset-Map Report page.
The Members bar allows you to change the member(s) on the map with their financials.
The Members bar allows you to combine financials of multiple members on the map.
The sums of the financials of the Members selected is calculated and displayed.
Use the Members bar to create Layouts (different views of the household that can saved and that are optionally printable).

Search and Select Tool (CTRL+SHIFT+s)

This is a tool that provides functions to be applied to multiple tiles at once.

👉 Learn more here.

The navigation menu is the list pages presenting reports and tools available to the advisor for assessing and managing the household information.

The navigation menu may be collapsed to enable more room for the Asset-Map conversation.

✅Actions menu - The functions picklist to build and manage the Asset-Map.

✅Household - The household information summary page, access to enabled integrations, household information editing.

✅Asset-Maps® - Asset-Map Report working and conversation page.

✅Relationships - the members list and conversation page about household relationships.

✅Priorities - The conversation page about goals, tasks, and other important topics.

✅Financials - The list of financial and legal instruments on the Asset-Map Report.

✅Signals - The conversation about whether the household's finances can withstand disruptive life events and asking "What's the plan?"

✅Target-Maps™ - Testing if the plan is suitable.

✅Notes - The page displaying notes typed into instruments and members.

✅Balance Sheet - The balance sheet of entries on the Asset-Map report.

✅Policy Summary - The list of insurance policies on the Asset-Map report.

✅Beneficiaries - The conversation page verifying who the beneficiary and contingent's are.

✅Reports - The reports center used to generate comprehensive reports or individual pages.

✅KFFs - The Key Financial Figures page displaying for the advisor important financial data points about the household.

✅Questionnaires - The questionnaires management page. Questionnaires provide ancillary information about a household. Available for advisors on the Elite subscription platform. Learn more about Elite here 👉🏼 Elite Features

Apply financials to the current map
Add members or entities to the current map
Create a PDF of the current map
Apply a Stencil
Share with an Advisor/Work Partner in your organization
Create a Target-Map™ goal for the household
Create a Layout - rearrange the members on the map and save
Create a Draft to help envision what changes to the map could look like
Toggle Visibility allows you to hide or reveal the following:
- Members
- the legend at the bottom of the page
- the Sidebar
- Hidden items on the map
- Key Financial Figures (KFFs)
- Entities
- Entity ownership designs
- Custodians (yellow tiles)
- Property and Casualty (P&C)
- Legal instruments button

Right Click (Command + Click) Actions Menu

Use your mouse directly on the map to open the Actions Menu as well.

Sidebar

Keep the client's Asset-Map in view while editing financials, members or legal instruments on the fly in Sidebar. Additional Sidebar features will be made available as new modules are implemented.

To enable Sidebar for your account right-click (command-click) on the client Asset-Map, then click Toggle Visibility, then Sidebar.

Financial Groups and Calculations

Financials are grouped by type on a map and are strategically positioned to help facility a conversation around the intentionality and appropriateness of those financial decisions.

Insurances and protections over a couple
Joint assets and liabilities under a couple
Cash flows (light blue border, rounded corners)
Non-retirement assets (green border)
Retirement assets (red border)
Annuity assets (dashed line if Deferred Annuity box is checked on edit window)
Liability (orange border)
Current cash flows sum value near the avatar
Current assets sum value near the avatar
Joint assets and liabilities sum value near the avatars

For clarity, a Legend is supplied at the bottom of the map.

Edit Data on Financial Tiles, Legal Instruments and Avatars (members and entities)

Data of members and financials can be viewed and edited by clicking a member's avatar or the financial tile.
Use the tabs at the top of each edit window to provide greater detail, some of which is searchable in your Household Index. When in Sidebar mode, use the expanding menus.
Notes entered on the Notes page can be viewed on the Household's Reports page and can be optionally included in a comprehensive report.
Share a household map online with your clients using Client Portal.
If the financial instrument or member is linked to an integration, an integration tab will be available to delve deeper into their information provided by the integration.

Legal Instruments offer two tabs.

This menu appears at the top every page in the platform.

Access your Household Index list or Add a household.
Search for a household by typing in last name, first name, city, or most other household information if entered on the Asset-Map.
While viewing a household, click the household name to access its Household Summary Page quickly.
Click the Asset-Map logo (or your firm logo if you have Asset-Map branded) to return to the Dashboard anytime.
Presentation Mode - click to remove unneeded icons to focus on the client's map during a client meeting. This also make the Privacy screen available. More on these here 👉🏼 Presentation mode and Privacy Screen
Click to turn the Marker on/off for drawing during presentations
(or use CTRL + M or ~). Choose colors. Move markings around the map. More on Marker 👉here.
Check your system notifications for messages about Discovery, Subadvisor Assignment, Client Portal suggestions and Questionnaires.
Access the Platform menu by clicking your likeness in the upper right area.

✅User Preferences - Adjust advisor settings.

✅Team Settings - Adjust firm settings.

✅Billing - View prior invoices and edit billing information.

✅Integrations - Access the integrations administration page.

✅Partners - View valued partners with Asset-Map.

✅Refer a Peer - Whom do you know that would benefit from evaluating Asset-Map? Thank you!

✅Target-Map Preferences - Access the Target-Map Preferences administration page.

✅Discovery™ - Access the Discovery administration page.

✅Key Financial Figures - Access the Key Financial Figures page to select which KFFs should be displayed.

✅Support Documentation - Online help, 24x7.

✅Feedback - Please provide us your ideas for improved functionality!

✅Terms of Service - Review your terms of service.

3/2026

Household Asset-Map Page