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

Help diagnose the potential impact of disruptive financial events

Signals™ and Signals+

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

The In-App Calculator

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?

Designing a Better Conversation

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

Understanding the Entity Ownership (Rollup) View

Speed up adding another financial by duplicating it with a click of a mouse.

Clone a Financial Instrument

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

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