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Welcome to Asset-Map Platform
Application Instructions
Asset-Map Platform Table of Contents
Asset-Map Platform Table of Contents

Instructions, Training, Best Practices and More

Michael Schwabe avatar
Written by Michael Schwabe
Updated over a week ago

Table of Contents

For application inquiries and support please click the Submit a Question button below:


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Submit a Question

Application Instructions

Target-Maps™ (funding goals)

Tips, Features and Resources

Client portal

Practice Management

On-Demand Learning

  • Recent Webinars (featuring industry insights and Asset-Map

  • Accelerate Series (featuring technical aspects and use of Asset-Map Platform)

  • Learn Asset-Map in 30 Minutes or Less

  • Asset-Map University

How-To Collections

  • Create Households and Asset-Map

  • Create/edit financials and members

  • Using Stencils

  • Target-Map

  • Client Engagement

  • ...and more

Application Instructions

Platform Menu (click advisor profile image)

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

Main Dashboard

  • 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)

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Household Environment

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

» Household Information ("Edit" details)

» 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

» Data Loader pane

» Target-Maps pane (a list of Target-Maps created for the household)

» Milestones

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.

Members Page

  • Members table

  • Legal Entities table

Financials Page

  • Cash flows table

  • Assets table

  • Liabilities table

  • Insurance table

Signals Page

Target-Map Page

Reports Page

KFFs Page

(The Household's Key Financial Figures)

Questionnaires Page

Fact-finding through surveys

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

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

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

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

Accelerate Series

2023

2024

👉Check out our webinar archives (20+ additional webinars!)

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

👉Learn Asset-Map in 30 Minutes or Less

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

How-To Collections

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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Tags: SmartStart, Fire drills, Index

4/2024

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