You ask➡️we listen!
Asset-Map Platform is continuing to implement innovations designed to improve the client engagement experience. These improvements include:
Keep the client's Asset-Map in view while editing financials on the fly in Sidebar.
Discuss their Signals and Target-Maps without leaving their Asset-Map. Update their Legal instruments to ensure everyone knows what the plan is. Additional Sidebar features will be made available as new modules are implemented.
To enable Sidebar for your account: right-click (command-click) on the client Asset-Map, then click Toggle Visibility, then Sidebar.
What's the plan for your unassigned assets? Get clarity on the matter when it comes to the inheritance and beneficiary discussion. Toggle between the linear view to something your clients can appreciate.
Medical Insurance Category for Medical Coverage
HSA? COBRA? Medicare? Employee and Government benefits are an important topic of conversation. What's the plan for family health coverage, job loss, or retirement? Let's place it on the map and clarify the expectations. Create a non-value tile on the map.
Other Insurance Category for Other Coverages
Other insurance examples could include Liability Insurance, Accident, Critical Illness, Hospital Indemnity, Caregiver Solutions, Pet Insurance, Identity Theft Protection, to name a few. This creates a tile with a dollar amount.
More Member Relationship Roles
Get specific with more Member Relationship roles. Designate who is a Dependent using a convenient checkbox.
Relationship Maps provide one-page clarity for the financial professional and a desirable visual mapping of relationships for the client. Visualize the people and entities that surround the client's personal or financial life and leverage the benefits of a Beneficiaries and Relationships conversation in your client meeting.
This feature allows advisors to enter a "conversation mode," which helps create a more focused and secure environment during discussions with clients.
9/2025