Product Update: Beneficiary Report for Asset-Map Professional Subscribers
We’re excited to move the Asset-Map Beneficiary Report out of beta mode and into production. You can now find the Beneficiary Report among the existing library under “Reports”.
Additional updates in this release
With the latest release, we’ve moved the Asset-Map Beneficiary Report into production for all subscribers to the Asset-Map Professional plan. You can now find the Beneficiary Report among the existing library under “Reports”.
An example use-case
The Beneficiary Report will become impactful during estate planning conversations when a financial professionals need to illustrate potential funding gaps. It will help answer the question of "where is the money going?" should something unforeseen happen to the household.
Official editorial and product content published by the Asset-Map team.
