Application Instructions
By Michael1 author61 articles
- Asset-Map Platform Table of Contents
- Questionnaires
- Property, Residence, and Mortgage Financials
- Disclosure and Disclaimer Options
- Trusts in Asset-Map Platform
- Purchase Seat Licenses
- Add or Remove Advisor, Delegate, Team Manager and Billing Manager Log-ins
- How to Add a Household Using Integrations
- Notifications
- Joint Ownership, Joint Liability and Joint Recipient
- Multi-factor Authentication
- Marker
- Fact Finder Summary Report
- Layouts
- Stencils™
- 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
- Relationships Page
- Financials Page
- Gray Target-Map™ and Reports Tabs; can't click on tabs
- Household Asset-Map Page
- Team Settings
- Beneficiaries Review
- Policy Summary Page
- Balance Sheet Page
- Notes
- Reports Center and Reports+
- Report Cover Page and Disclosure
- Add a Property and Casualty Insurance Financial
- Make a Household and Asset-Map Using the Manual Option
- Key Financial Figures
- Add, Delete, Restore and Edit Household Members
- Members Pane Household Summary Page
- Subadvisors
- Investor Profile Page
- Managing Household Information and Settings
- Household Summary Page
- Household Index
- Integrations Management Page
- Target-Map™ Preferences
- User Preferences Page
- Relationship Maps
- Legal Instruments
- Asset-Map Sidebar
- Life Insurance Financials
- How do I Update my Professional Credentials in the Platform?
- Date of Household Edit and Update
- Application Settings
- How to Email an Asset-Map Report to a Client
- Priorities
- Set up your DBA logo - Equitable
- Asset-Map Member Bar
- Milestones and Milestones+
- Drafts
- Insurance Premiums