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Customize Country, Currency, and Date Format
Customize Country, Currency, and Date Format

The Asset-Map conversation is global

Michael Schwabe avatar
Written by Michael Schwabe
Updated over 3 years ago

» Default Advisor Country Preference

Asset-Map allows advisors to set their default country preferences (localizations). Settings include country, currency, and preferred date layout. These preferences will be applied to new households created and are evident throughout the user's login.

» Household Localization

Household localizations may be customized at the Household level for those that aren't the same as the advisor's.

» Household Member Localization Options

Specific Member country information may be customized on their Details tab within the Member's edit window as well.

In this Article

Set up User's Country Defaults

  1. Sign in to Asset-Map Platform and click User Preferences found under the advisor likeness in the upper right area.

  2. Scroll down the page to Country-specific choices

  3. Edit settings as desired and click "Update" to save changes

Setting up Localization on the Household Level

We also provide the ability to customize the Country and Currency for the household.

  1. Search for an existing client.

  2. Select "Edit" found next to the Household's name and access the Household Information page

  3. Adjust the Household’s country and currency on the Household Information page.

One can select the country of the household when first creating the Household manually.

Localization in Asset-Map Platform

Household Index: select Country and Currency columns from the Columns menu to view the household's country settings.

Click into the household’s Asset-Map to see the currency.

Click on an individual Member to view or adjust more information, like Citizenship or Address.

5/2021

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