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Asset-Map Report Page Features

Create, Edit and Converse with Clients

Michael Schwabe avatar
Written by Michael Schwabe
Updated over 2 weeks ago

The Asset-Map page of the Household is intended to be a workspace and a conversation page. Here is a catalog of features that will help you create, edit and educate a client using their Asset-Map report.

Members Bar

  • 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.

šŸ‘‰ Learn more here.

Navigation Menu

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.

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

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

āœ…Asset-MapsĀ® - Asset-Map Report working and conversation page.

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

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

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

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

āœ…Target-Mapsā„¢ - Testing if the plan is suitable.

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

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

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

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

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

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

āœ…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 šŸ‘‰šŸ¼ Elite Features

Actions Menu

  • 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-Mapā„¢ 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

Using your mouse directly on the map you can 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.
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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.

  • Notes entered on the Notes tab can be viewed on the Household's Reports page and can optionally be included in a comprehensive report.

  • Share a household map online with your clients.

  • 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.
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Legal Instruments offer two tabs.

Top Page Border Tools

This menu appears atop 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.

  • While viewing a household, click the household name to access its Household Summary Page quickly.

  • Click the Asset-Map logo or your custom 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 Privacy screen available. More on these here šŸ‘‰šŸ¼ 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 šŸ‘‰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.

āœ…User Preferences - Adjust advisor settings.

āœ…Team Settings - Adjust firm settings.

āœ…Billing - View prior invoices and edit billing information.

āœ…Integrations - Access the integrations administration page.

āœ…Partners - View valued partners with Asset-Map.

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

āœ…Target-Map Preferences - Access the Target-Map Preferences administration page.

āœ…Discoveryā„¢ - Access the Discovery administration page.

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

āœ…Support Documentation - Online help, 24x7.

āœ…Feedback - Please provide us your ideas for improved functionality!

āœ…Terms of Service - Review your terms of service.

9/2025

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