👉 Quick Note: Client Asset-Maps cannot be updated using Discovery. Discovery is used for fact-finding, making new Households and Maps only.
Discovery is Asset-Map's consumer-friendly online interview that helps advisors gather financial information from prospects. When the prospect completes the questionnaire a Household and corresponding Asset-Map is created within the Advisor's book of business (Household Index).
It can also be used to easily create an Asset-Map for current clients who do not yet have one. Discovery cannot be used for ongoing updates after the Asset-Map is created. Current Asset-Maps cannot be updated using Discovery.
This article walks through the features of the Discovery Administration page.
Access
Access the administration page in one of three ways:
Click the Discovery button on the Asset-Map dashboard page.
Select the Discovery option from the platform drop-down menu found under the Advisor's name in the upper right area.
Click the Add Household button and choose Discovery "Get Started".
Features
Create a Household's Invitation Link (Outbound)
Create a Discovery Interview invitation link using our Outbound tool to send to a prospect. Click the "Initiate Interview" button after typing the Recipient's name and selecting the preferred currency. This creates a client's interview link. You can then decide how to utilize the client's link, usually by including it in your email to the prospect or client.
Post your Inbound Link
Optionally, use the Inbound Link. The Inbound Link is your public personal link which you can use in various ways.
Copy your link (click the "Copy" icon) and attach it to outbound marketing emails, attach it to a webpage button, or save it as a desktop shortcut on a mobile device to start a new Discovery as needed (great for waiting rooms).
Start the interview now by clicking the Open Link arrow button.
Or generate and use the QR code of your link by clicking the QR icon.
If you do not have the inbound link available, and your organization has authorized its use, consider upgrading your subscription.
(Please check with your firm's compliance department for any restrictions.)
The Tracking Table
Columns
Source
Outbound means you initiated the interview using the Create Discovery button.
Inbound means the prospect clicked your link which you made available publicly.
Created
Tracks the time when the interview was initiated.
Last Modified
Tracks the time when the interview was last modified by the interviewee.
Name
Lists the household name you entered or the prospect has entered.
Currency
Lists the currency the advisor or prospect has entered.
Status
There are four status types:
Created | Interview created and not started |
In Progress | Interview started |
Closed | Interview timed out after 14 days |
Completed | Interview completed by the prospect |
"%" Column
Percent complete if the interview has been started.
Actions Icons
Icon | Interview Status | Action |
Arrow | Interview is open | Resend specific household link. |
X | Interview is open | Close the interview manually. All data entered is saved. |
+ | Interview is closed (timed out after 14 days) | Make a household and Asset-map from what has been entered. |
House | Prospect has completed the interview | Make a Household and Asset-Map. |
Page/arrow | Open or closed | Download a PDF of the data entered by the prospect/client (good for record-keeping). |
Trash can icon | Any | Remove the interview from the table. This will not delete the household. |
Table Filters
Filter the table using a number of variables to narrow a long list of Discovery links.
Cancel Button and Tutorial Button
Click the Cancel button at the bottom of the page if you prefer to create a Household using the other options.
Click the "Tutorial" icon near the top to access this and other resources about Discovery in our Support Center.
My client has completed their Discovery Interview! Now what? ✅ Next steps.
10/2024