May 2025 Product Update
We’re back with our monthly Product Update!
This month, we'll be touching on some smaller updates to visual views across the platform, the new ability to clone Relationship Maps and a new legal type added. We'll also review a recent feature Target-Map Comparisons which was released this time last year and want to draw your attention to our latest in-depth training, the expert level 3 of Asset-Map University.
Full transcript:
Welcome back to Asset-Map Product Updates.
A monthly series highlighting the latest innovations we’re releasing on our platform. I'm Lex Brooks, Director of Brand + Product Marketing, here to guide you through.
This month, we'll be touching on some smaller updates to visual views across the platform, the new ability to clone Relationship Maps and a new legal type added. We'll also review a recent feature Target-Map Comparisons which was released this time last year and want to draw your attention to our latest in-depth training, the expert level 3 of Asset-Map University.
Let's dive in.
First up, let's check out how most of our feature tabs now appear as a default with their visual views. We are a visual-first platform, so we made it as quick as possible to show your clients the simplest chart format. Rather than landing on the list mode of each feature, such as Relationship Maps or Beneficiaries which details all of the information, you'll automatically now land on the visual view instead which promotes constructive conversations and presents a straight-forward way to discuss the most important items with your client. To switch between the two modes, simply use the toggle in the right-hand corner of the screen.
While we're here in Relationship Maps, we've also added the ability to clone maps using the creation tool bar at the bottom of the screen. This is particularly helpful if you need to have a very targeted or niche conversation with a certain client, or if you want to create a semi-filled out map that you can complete together with your client during the planning meeting.
Moving onto a Legal update - listening to our customers and seeing what commonly used "other" documents were added, we've now provided an option to specifically add an Advanced Health Care Directive to the platform. Either through Sidebar or the modal window, simply click on the Legal "button" in the middle of the Asset-Map Report and add the information for the most relevant legal documents for your clients. We encourage linking out to the precise documents within the notes section for easy reference.
Every once and a while, we like to remind you of incredible helpful features that we released recently and you may have missed! This month, we encourage you to check out our Target-Map comparisons feature. Similar to comparison views you’re used to during online shopping, you can select multiple Target-Maps to quickly compare and contrast goals side by side, to help determine which path will be used as the financial ‘goal’.
This functionality can be launched from within a single Target-Map using the “Compare” icon, then either clone that one to create a similar Target-Map with adjusted variables, or add an existing Target-Map, or create a new one from the compare view. A maximum of 3 Target-Maps can be seen on screen at once. The opportunities are endless for how this feature can be used to dive into deep conversations comparing similar goals, or prioritizing goals based on funding status. We can't get too deep into it all today, but for more information about implementing Target-Maps comparisons, we urge you to contact our support team for the next available Target-Maps training session.
Speaking of training, don't forget to invest in the success of your practice by learning how to utilize all of our deepest features in Asset-Map. If you're a self-guided learner, we highly recommend you check out our third and most advanced level of Asset-Map University for expert users. In this course, you’ll learn directly from our CEO & Founder, H. Adam Holt - one of the top leaders in the fintech space who also has 25 years experience as a practicing financial advisor.
He’ll guide you through the practicalities of using Asset-Map to your maximum potential in terms of presentation best practices, understanding the power and nuances of different assets, incomes, liabilities, and insurances, and provide a helpful roadmap regarding frequently-requested planning niches alongside all of the Asset-Map functions built to help make your client conversations easier and more meaningful. Sign up at any time by checking out the link below in the video description.
And if you’re not quite ready for the full depth of our University course, we offer plenty of complimentary training to make sure you hit the ground running wherever you are in your Asset-Map practice. Check out our Training Playlists on YouTube to get started.
That’s all for May's updates! Don't forget to like & subscribe for all the latest Asset-Map news.
We'll see you next time!