Asset-Map

A Client Portal overview and FAQ with helpful links and tips

Client Portal Overview and FAQ

Create a portal link to send to your client

Create a Client Portal Link

Help your Clients Use their Portal

Specify what your clients have permission to view

Client Portal Custom Permissions

Allow your clients to view their Asset-Map securely online

Asset-Map Client Portal Features

Clients suggest edits that are reviewed by the advisor

Client Portal Suggesting Permission / Suggest Mode

I've made a Household and Asset-Map with an Integration. How can Clients Add to or Update Their Map?

Michael Schwabe

Emily Ames

Invite your Clients to View their Household Online

Client Portal

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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