Welcome to Asset-Map Platform
Application Instructions and Resources
Real Estate, Home, and Mortgage Financials
Trusts in Asset-Map Platform
Assign Entity Ownership
Copy (Clone) a Financial
How to Add a Household Using Integrations
Notifications
Ownership: Jointly Owned vs Not Jointly Owned
Multi-factor Authentication
Marker
Fact Finder Summary Report
Layouts
Apply Stencil™ - Clear Stencil - Make Custom Stencil
Actions Menu
Advisor Panel
Import and Export Household Asset Data
Add, Delete, Restore and Edit an Insurance Financial
Add, Delete, Restore and Edit an Asset
Add, Delete, Restore and Edit a Liability
Add, Delete, Restore and Edit a Cash Flow
Add, Delete, Restore and Edit an Entity Member
Relationships Page
Financials Page
Gray Target-Map™ and Reports Tabs; can't click on tabs
Asset-Map Page Features
Beneficiary Checklist
Policy Summary Page
Balance Sheet Page
Notes
Reports Page and Reports+
Report Cover and Disclosure
Add a Property and Casualty Insurance Financial
Make a Household and Asset-Map Manually
Key Financial Figures
Add, Delete, Restore and Edit Household Members
Members Pane Household Summary Page
Managing Household Work Partners and Subadvisors
Investor Profile Page
Household Details Page
Household Page
Household Index
Integrations Management Page
Target-Map™ Preferences
User Preferences Page
Relationship Maps
Legal Instruments
Asset-Map Sidebar
Add a Life Insurance Financial
How do I Update my Credentials in the Platform?
Display Date of Last Edit
Application Settings