Overview
Our popular Discovery Online Interview is currently available in outbound invitation and inbound lead generation versions for subscribers (depending on plan type). Certain subscription plans allow for one, or both. Another option, firm level Discovery, is available for firms with firm licensing. Chat with Sales about Firm Licensing.
A firm can be represented by a firm's representative/administrator. This option creates a log-in which typically an administrator would use to manage the firm's Discovery interviews (the outbound invitations and the firm's inbound lead link) and the firm's book of business (Household Index). All completed interviews would be managed by the firm's administrative representative and initially placed in the administrator user's Household Index. With this feature turned on, no individual advisor Discovery options will be available, since it would be managed at the firm level.
This means that advisor will see a slightly different default Asset-Map Platform page:
Firm Level Household Administration
The administrator has options regarding sharing or assigning households to advisors within the firm, depending on the firm's contract with Asset-Map:
All advisors can share all Household Indexes within the organization. The firm level advisor name will be present on the cover page of reports as the Lead Advisor.
The administrator could make an individual advisors a sub-advisor (work partner), while maintaining their firm's lead advisor status.
The administrator can reassign the household by transferring it to the desired lead advisor, in effect, taking it out of the administrator's book of business and placing it into the book of the new Lead advisor. The firm retains the household data in any case.
11/2023