May Product Update Roundup
All Asset-Map features are generated from user feedback and internal discussion, and designed to help you work smarter. This month's updates include: Key Financial Figures, Data Loader, Marker Shortcuts, and Milestones (coming soon!).
Updates in this release:
- Key Financial Figures: assess a household's specific financial figures at a glance in multiple locations throughout the platform.
- Data Loader in Asset-Map: import and export asset data for one or multiple members of a household.
- New Marker Keyboard Shortcuts: click the Marker icon or use keyboard shortcuts to start drawing on any Asset-Map page (Asset-Map, Target-Maps, Household Index, etc.).
- COMING SOON: Milestone Tracking: capture advice and meeting notes along your customer’s journey in the Asset-Map Platform.
Official editorial and product content published by the Asset-Map team.
