May Product Update Roundup
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.