For a client to view their map, the client needs to have a log-in to the Asset-Map platform. This is no cost to the client. The advisor's steps are
Create the client's link.
The advisor creates an invitation email (we have suggested client correspondence here) and places the generated link into it prior to sending it to their client.
One can create a client portal invitation link from a couple of convenient spots within the Asset-Map platform:
From the Household Asset-Map page.
From the household's details page.
Please note, Client Portal availability may be dependent upon the policies of your organization.
Create a client portal link from the Asset-Map page
Here's how to create a client portal link from their Asset-Map that you can email to your client:
Sidebar Hidden
With the sidebar option hidden, the member's edit window appears in the middle of the Asset-Map.
Click the Client Portal icon.
Select a permission type from the Permission Set menu
Decide whether a specific email is required. If so, enter the email address.
Sidebar Unhidden
While in Sidebar view, click the member and scroll to the bottom of the Edit Member window to the Client Portal page.
Create a client portal link from the Household Details page
The same invitation interface exists if you navigate to the Household Details page and Client Poral tab:
Step 1. Navigate to the Household Summary page. Then click Edit.
Step 2. Click Client Portal, then click the Share Household arrow.
Preview the Client's View
Exit the Preview Mode
Send their link using your email
Get them off to a good start with a good introduction email. An introduction client email might include the following (the text below is provided as a starting point to generate ideas.) Please follow your organization's compliance rules for client engagement:
Dear [Client Name]
I have your one-page financial map available. Activate your secure log-in to view it by following the link below and completing your secure access credentials. Please note: You have seven days before this link automatically times out. Set up your new account soon!
[client's invitation link]
If you need support at any time, please reach out to me. If you spot something on your map that needs to be corrected, please let me know!
Sincerely,
[Financial Professional Name]
[Disclaimers if required]
Notifications
Advisors receive notifications when a client portal account has been created and a client portal invitation has been accepted. Adjust notifications on the Notifications table on the User Preferences page.
5/2025