Live Training Webinar: Best Practices to Get You Up and Running Fast in 2026

In this session, get a comprehensive overview of Asset-Map’s fact-finding capabilities and how to use them effectively from day one.

During this webinar, we'll cover Asset-Map fundamentals, best practices, and lesser-known features designed to help advisors quickly and accurately integrate data into the platform. You’ll see how tools like the Discovery Interview, Stencils, and integrations work together to streamline data entry, improve consistency, and support more efficient client preparation, while also learning where to access ongoing resources and support.

Hosted by: LiaJean McHenry (Sr. Manager, Customer Success)