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Asset-Map Platform Table of Contents

Instructions, Training, Best Practices and More

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

Overview

The Table of Contents features the following sections and provides links to the relevant resources:

Dashboard - This section provides information about the first page you see when you log into Asset-Map

Household Environment - This section provides details of the primary workplace where data is accumulated, reported and presented.

Asset-Map Report - Within the Household Environment is the Asset-Map report itself. It is feature-rich and has its own section devoted to it.

Discovery Environment - One of the primary methods to gather data is Discovery. This section provides details of how to utilize the Discovery tools.

Household Index Environment - This section details the practice management tool called the Household Index. It is more than just a list of your clients.

Integrations - This section provides links to the details of our integration partners. Integrations provides another means to create households in Asset-Map quickly.

Stencils - This sections provides links to details of how using an overlay of relevant financial conversations can expedite map creation and speed to client conversations.

Target-Maps - This sections provides details of our goals funding module; one of the powerful tools within Asset-Map.

Tips, Ideas, Features, and Resources - This section highlights best practices and additional resources that can help create effeective client conversations.

Client Portal - This section provides links to details about how to utilize the feature that provides clients with access to their Asset-Map.

Practice Management - This section provides details of the tools within Asset-Map plus additional resources to help manage your practice.

On-demand Learning and Training Resources - This section provides links to our valuable learning opportunitites.

How-to Collections - This section groups resources that illustrate how to do things in Asset-Map or how to position conversations using Asset-Map.

Main Dashboard Page

  • Search Fields (search list of households)

  • Support Center (chat, articles)

  • Notifications and Notification Center (system notifications and settings)

  • Marker (draw on any page in any color)

  • Household Index (list of household with filter capabilities)

  • Add Household (3-ways to add a household: manual, Discovery, Integrations)

Platform Menu

Click profile image or initials in the upper right area to access the platform menu.

User Preferences

  • Contact Information

  • Profile Picture

  • Application Settings (avatars, country localizations, date/time format)

  • Support (grant support access for assistance)

  • Notifications (turn on/off Discovery and Sub-advisor notifications via email or notifications bell icon)

  • Customizations (other options if enabled by firm)

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Team Settings (firm settings)

  • Account Settings (company name, firm disclaimer, disclosure, value rounding, age/date subtitles)

  • Membership (invite, remove, edit advisors and delegates)

  • Purchase seat licenses

  • Activity (rolling 30 days activity within Asset-Map)

Billing

  • Billing Information (update your billing information)

  • Invoices (download PDF of past invoices)

  • Subscription (view your subscription details)

Integrations (connect with our partners)

Invite a Peer (referral program)

Discovery (online client fact-finder questionnaire)

Target-Map™ Preferences

These are Target-Map funding template global default settings for the following:

  • General settings

  • Loss of Life settings

  • Disability settings

  • Long Term Care settings

  • Dependent Education settings

  • Retirement settings

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Household Index

Key Financial Figures

Support Center

Feedback

Terms and Conditions

Logout

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Household Environment

Household Summary Page
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(Access to all household information in one place)

Household Information ("Edit" details)

Milestones pane

Client Portal pane

Members pane

Advisors pane

Integrations pane

Update the household data with integrations and search for contacts

Asset-Map pane

A preview of the household's Asset-Map

Key Financial Figures pane

Signals pane

Data Loader pane

Target-Maps pane

A list of Target-Maps created for the household

Reports pane

Asset-Map Report Page

Actions Menu

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Edit Financial Tiles

Edit a Financial by clicking its tile on the map, the pencil icon, or "Type" name on the Financials page.

Edit Members and Legal Entities

Edit a Member or Legal Entity by clicking its avatar on the map, or the pencil icon or "Type" name on the Members page.

Relationships Page

  • Members table

  • Legal Entities table

Priorities Page

What's important to your client?

Financials Page

  • Cash flows table

  • Assets table

  • Liabilities table

  • Insurance table

Signals Page

Assess disruptive life events.

Target-Map™ Page

Notes Page

Balance Sheet Page

Policy Summary Page

Beneficiaries Page

Reports Page

KFFs Page

The Household's Key Financial Figures

Questionnaires Page

Fact-finding through surveys

Sidebar

Conversation interface and editing environment.

Discovery Environment

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Household Index Environment

  • Index table

  • Columns, adding/removing

  • Filters

  • Save filters and columns as a Household Index Layout

  • Search households

Integrations

Addepar

Black Diamond

Box

Dropbox

eMoney

Google Drive

Holistiplan

Money Guide Pro

Nitrogen Wealth (formerly Riskalyze)

Orion

Plannr

PreciseFP

Redtail

Schwab

Wealthbox

Stencils

Apply Stencil to the Household

Apply Stencil to a Member of the Household

Make a Stencil (Custom Stencil)

Clear Stencil

Delete a Custom Stencil

Target-Maps™ (funding goals)

👉 Wondering how to do something specific? Check out the How To Collections at the end of the Table of Contents page.

👉 Want an overview? Need a refresher? Why not attend free training? Click here to reserve your spot.

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Tips, Ideas, Features, and Resources

Client Portal

Practice Management

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On-demand Learning and Training Resources

Accelerate Series

Designed to empower financial advisors by providing in-depth knowledge and practical skills on using the software efficiently, these webinars cover a range of topics, including best practices for onboarding and maximizing the features available. Each session focuses on integrating Asset-Map into everyday practices to optimize workflows and elevate client interactions.

Recent Webinars (www.asset-map.com/webinars)

Includes CEO Adam Holt's industry related webinars shedding light on client engagement best practices and top Financial Professional issues today, as well as the following growing list of training seminars:

👉Check out our webinar archives (a treasure trove of practice-growing information!)

👉Head to www.asset-map.com/webinars to register for the next webinar!

👉Learn Asset-Map in 30 Minutes or Less

👉Get your Asset-Map user certificate! Register for Asset-Map University

👉Ready for Boot-Camp? Learn with fellow financial professionals in an online interactive environment! Learn more here

👉Self SmartStart - learning at your own pace

How-To Collections

Support

For Support questions email support@asset-map.com

Create a Household (and Asset-Map)

Edit Asset-Map's Financial Tiles and Members

Stencils

Target-Maps

Client Engagement How to

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2/2026

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