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Elite Subscriber Checklist

Take advantage of all Elite Features available to you!

Michael Schwabe avatar
Written by Michael Schwabe
Updated over 8 months ago

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.
(Requires Support)

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.
(Requires Support)

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.
(Requires Support)

Questionnaires

Incorporate commonly formatted online questionnaires (or customize your own) directly into Asset-Map.
(Requires Support for custom questionnaires.)

Boot Camp registration

Register for our popular 3-session, live, virtual study group held quarterly. Save ~$1000!
Note: This immersive training is available in addition to all of our free and Elite training options.

Boot Camp Information and Registration

USE PROMO CODE: ELITE100

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

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