Asset-Map

Instructions, Training, Best Practices and More

Asset-Map Platform Table of Contents

Elite subscribers get even more meaningful information from clients and prospects

Questionnaires

Real Estate, Home, and Mortgage Financials

Ensure your desired compliance-approved text is on your client reports

Disclosure and Disclaimer Options

Trusts in Asset-Map Platform

Team managers can add seat licenses for advisors and delegates from within Asset-Map Platform

Purchase Seat Licenses

Add or Remove Advisor and Delegate Log-ins

Import people or assets from an integration partner to make an Asset-Map

How to Add a Household Using Integrations

Our System Messages Notify you of Platform Actions

Notifications

The function of the joint checkbox option

Joint Ownership,  Joint Liability and Joint Recipient

Multi-factor Authentication

Make your points by using our application drawing tool

Marker

Fact Finder Summary Report

Use Layouts to save multiple views of household members and their financials.

Layouts

Use Stencils to Illustrate What Peer Groups have and Create Asset-Maps Fast!

Stencils™

Actions Menu

Manage and view Work Partners (Subadvisors)

Advisor Panel

Use the Data Loader to import or update household data using a CSV file.

Import and Export Household Asset Data

Manage Life, Disability, Long Term Care, and Property & Casualty Insurance Financials

Add, Delete, Restore and Edit an Insurance Financial

Manage Real Estate, Retirement, and Non-retirement Assets, Current and Future

Add, Delete, Restore and Edit an Asset

Manage Mortgages, Loans, Credit and other Liability Financials

Add, Delete, Restore and Edit a Liability

Manage Cash Flow Expenses or Incomes, Current or Future

Add, Delete, Restore and Edit a Cash Flow

Manage Business, Charity or Other Entities of a Household

Add, Delete, Restore and Edit a Legal Entity

Add, remove, edit Household members and entities

Relationships Page

Financials Page

Ensure your household type is not a Stencil

Gray Target-Map™ and Reports Tabs; can't click on tabs

Converse with Clients about the Who, What, If and Where of their financial situation visually.

Household Asset-Map Page

Customize firm branding and functionality

Team Settings

Discuss Inheritance Planning at your Client Meeting with Asset-Map

Beneficiaries Review

Review the Insurances of your Clients in a Table View

Policy Summary Page

A Traditional Balance Sheet with Great Features

Balance Sheet Page

Document details in financial instruments, legal instruments, members and Target-Maps.

Notes

Create and View Household Reports from the Reports Center Page

Reports Center and Reports+

Important Pages of a Comprehensive Report

Report Cover Page and Disclosure

Add a Property and Casualty Insurance Financial

Create a Client, Prospective, Sample, and Stencil household

Make a Household and Asset-Map Using the Manual Option

View Important Household Financial Data at a Glance

Key Financial Figures

Manage Family Members or the other Relationships of a Household

Add, Delete, Restore and Edit Household Members

Add Members and Legal Entities to the Household

Members Pane Household Summary Page

Share a household with another advisor in your organization

Subadvisors

Track your Client's Financial Experiences and Risk Tolerances

Investor Profile Page

Household Details/Information Page

Household summary information and navigation menu

Household Summary Page

Your Household List and Client Management Tool

Household Index

Integrations Management Page

Set default preferences for funding goals

Target-Map™ Preferences

User Preferences Page

Visualize the relationships that surround the client's financial life

Relationship Maps

Expand your financial conversation by discussing and documenting legal arrangements.

Legal Instruments

Navigate important conversations without leaving the Asset-Map

Asset-Map Sidebar

Life Insurance Financials

How do I Update my Professional Credentials in the Platform?

View the last date of a manual edits and updates on a household

Date of Household Edit and Update

Application Settings

How to Email an Asset-Map Report to a Client

Track client goals, aspirations, concerns and more using Asset-Map Priorities

Priorities

Set up your DBA logo - Equitable

How the name tag list at the top of an Asset-Map functions

Asset-Map Member Bar

Track key advice interactions throughout the client journey.

Milestones and Milestones+

Visually illustrate actions to financial instruments on an Asset-Map

Drafts

Michael Schwabe

Application Instructions

On-demand Learning for Financial Planners

US Phone: (888) 664-8850

sales@asset-map.com

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