Disclosure
The disclosure text is found on a standalone page of the client-facing Asset-Map report.
Replace the provided default text with your own disclosure text by entering your text as plain text and using our formatting tools on the Team Settings page in the Disclosure text field. Do you need to revert back to our original text? Click the Use Default Text button to reset the disclosure.
Note: Text from another source that is copied and pasted will not be accepted unless pasted as plain text.
Click the Update button at the bottom of the page to update your information.
Disclaimer
The disclaimer text is found at the bottom of every Asset-Map page.
The disclaimer text often addresses broker-dealer responsibilities and any specific requirements of the advisory firm.
Disclaimer text found within the Asset-Map platform upon first log-in is text provided by Asset-Map as sample text. The same text is found on the electronic report (PDF). Please edit the text by providing your firm's required disclaimer.
This includes replacing placeholders with accurate broker-dealer information and firm-specific details tailored to the specific advisory services your firm provides.
Replace the default text with your own disclaimer text by entering your text as plain text and using our formatting tools on the Team Settings page in the Disclaimer text field. Do you need to revert back to our original text? Click the Use Default Text button to reset the disclaimer.
Please ensure to enter your compliance-approved information.
Note: Text from another source that is copied and pasted will not be accepted unless pasted as plain text.
Click the Update button at the bottom of the page to update your information.
11/2025