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. 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.
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What's the plan for these assets? Get to the clarity of the matter when it comes to the inheritance and beneficiary discussion. Now change the spreadsheet view to something your clients can appreciate.

This feature is for Professional and Elite subscription levels. Let's discuss the advantages of an upgrade. Schedule a conversation with us 📅.
Note: Subscription levels may not apply to Enterprise customers.

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. You can select "Other" as an uncategorized insurance type, as well.

Other insurance examples could include Liability Insurance, Accident, Critical Illness, Hospital Indemnity, Caregiver Solutions, Pet Insurance, Identity Theft Protection, to name a few.

Get specific with more Member Relationship roles. Designate who is a Dependent using a convenient checkbox.

7/2024