Live Training Webinar: Success with Stencils

Next up in our Asset-Map Accelerate Series, we’ll be talking all about Stencils.

Join our Senior Training Manager, LiaJean McHenry, to learn how Asset-Map Stencils save you time by providing the ability to overlay placeholders representing different assets, insurances, liabilities, and incomes on Asset-Map Reports.

Adding these Stencils to your reports helps clients compare their financial picture to their peers and encourages them to fill in the miss data points.