Asset-Map

Establish your brand within Asset-Map Platform

Custom Branding for Elite Subscribers

Force landscape or portrait orientation for Asset-Map Reports

Asset-Map Report Page Orientation

Perform operations on multiple financials simultaneously

Search and Select Tool

Reports History

Updated regularly! These gems are designed to make your experience better.

Asset-Map Platform Features Spotlight

Help diagnose the potential impact of disruptive financial events

Signals™ and Signals+

Dollar value fields in Asset-Map Platform can serve as a calculator

The In-App Calculator

In-app Calculator's Strength is in Speed

A household that only a Lead Advisor can see

Make an Asset-Map Private

The previous rolling 30 days of productivity

View Usage Statistics within Asset-Map

Customize Country, Currency, and Date Format

The custodian of the asset is someone other than the interested member

What does a Yellow Tile Mean?

Visually illustrate actions to financial instruments on an Asset-Map

Drafts

Designing a Better Conversation

🎉 Announcing Relationship Maps

Use Fin AI Chat Effectively

UX Update: Relationships and Icons

Member icons and colors throughout the platform

Relationship Avatars

A Sample is a type of household that can be used for demonstrations

Build a Custom Retiree Sample

Presentation Mode and Privacy Screen

Michael Schwabe

Asset-Map platform has an expansive feature set

Exciting Features

On-demand Learning for Financial Planners

US Phone: (888) 664-8850

sales@asset-map.com

Submit a Support Question

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.