Overview of Features
Introduction
Asset-Map provides a client interface whereby a client can view their Asset-Map and other reports associated with the financials and members entered into their Household.
Please check out the example image below to view the basic features of a client's view of their portal when Reader permission is activated:
(Tip: click the image for a larger view.)
Planners have the ability to invite clients to view their Asset-Map only or to other reports such as the Balance Sheet and Policy Summary, to name a few, by assigning levels of permissions. Note: Clients are unable to make modifications to their financials or members. They must reach out to the advisor if changes are needed.
🚀Here is a list of top how-to articles to get you started fast!
After you've checked these out, continue reading the overview of the Client Portal Process and our ever-growing FAQ list below.
How to create a client invitation to set their own log-in. | |
Although intuitive, your clients may need a little help navigating their portal. Find resources for you to share and other tips. | |
Here's the page where you manage client portal invitations for a household. | |
What the client sees is in your control. User our pre-set permissions or create your own. |
Client Portal Process
1 - Create invitation; the Advisor will make a shareable link with the desired viewing and printing permissions. Note: there is a 7-day link time limit after which the link becomes inactive. Another can be created and resent to the client.
2 - Send invitation; the Advisor will copy the invitation link and send it to the client using the advisor's normal email software. A QR code of the shareable link will also be available if needed.
👉A sample client email might include the following (please follow your organization's compliance rules for client engagement):
"I have made your one-page visual financial catalog available to you online! Activate your log-in by following the link below and completing your access credentials. Please note that you have seven days before this link automatically times out.
[client's invitation link]
If you need support at any time, please reach out to me, and if you spot something on your map that needs to be corrected please let me know!
Frequently Asked Questions
Please keep in mind that Asset-Map Support cannot engage with your clients directly. Thank you!
Will Asset-Map support my clients if they have an issue?
Unfortunately, Asset-Map does not provide direct support to end clients as they do not have subscriptions and we cannot verify their identities. However, there is a full support center designed for end clients, as well as their advisor's (your) contact information readily available should any issues arise.
How can I help my client learn about the client portal?
Feel free to download resources from the Advisor Client Portal Resources page located here.
Can my client edit their Asset-Map through their portal?
Only you, your clients Financial Advisor, have the ability to edit and update the financials of an Asset-Map once it's created and shared. Your clients will have read-only access to the areas of the platform that you wish to share directly with them.
If I (Advisor) update my Client's Asset-Map, will changes be automatically reflected in my client's portal?
Yes, any and all updates will be immediately reflected in the Client Portal.
Which additional areas of the platform can I share with my Clients?
In addition to their Asset-Map Report, you can share access to Household Signals, Members, Financials, Balance Sheets and Policy Summaries. Each area can be set by individual permissions as well. Learn more here.
What if a client forgets their password?
Encourage the client to use the Forgot Your Password? link on the log-in page. It is the same interface as your Asset-Map log-in page with the same feature.
What if a client has problems getting their multi-factor authentication code?
Since Asset-Map cannot engage with your clients directly, have your clients reach out to you for support. Please open a ticket with Asset-Map Support with specific details about the issue. Email support@asset-map.com.
Does the Client Portal have support pages?
Yes! Client's can access the portal Support Center by clicking their likeness in the upper right area and selecting Support Documentation.
Is there a limit to how many Households I can share?
No. You can share as many households with as many clients as you wish.
11/2024