Note: Some functionality may require support configuration. Click here to schedule time to implement functionality or discuss any of the below items with our team.
✅ | Description | Helpful resources |
Platform branding/White-label | Ensure your logo is prominent in the Asset-Map Platform. | Custom Branding: platform branding |
Discovery primary color | Discovery Online Interview Pages take on the primary color of your brand. | Custom Branding: Discovery primary color |
Dashboard background image | Add a background image that is customized and consistent within your firm. | Custom Branding: dashboard background |
Custom personal report page | Upload a custom page about you, your company, your process (or something else) to optionally include in your client-facing reports. | Custom Branding: custom report page |
Branded commercial/custom marketing video | Brand a client-facing marketing video with your logo and Discovery QR code + contact information. | |
Custom Milestones | Set up your list of (up to) 7 top client engagement Milestones. | |
Questionnaires | Incorporate commonly formatted online questionnaires (or customize your own) directly into Asset-Map. | |
Boot Camp registration | Register for our popular 3-session, live, virtual study group held quarterly. Save ~$1000! | Boot Camp Information and Registration |
Discovery Timeout Setting | If desired, set the desired Discovery interview timeout from the default 14 days. |
Additional Elite Resources:
Priority Support Phone Number (M-F 8:30am - 7pm ET): 888-902-4531
10/2024