Product Update: Drafts

We’re thrilled to announce the introduction of our new Drafts feature for our Professional and Elite subscribers!

This long-requested feature provides the ability to create bridges between current financial realities and future possibilities for your clients in seconds.

Drafts provide the opportunity to create placeholder views within a household to visually illustrate proposed changes to a client’s Asset-Map without impacting the original household data.

Placing the Asset-Map in Drafts mode puts the map into a sandbox where financial instrument additions, deletions, and other changes can be made without affecting the current Asset-Map until the individual changes are committed.

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To get started with Drafts, here’s what you need to do:

Are you already a Pro or Elite user?

You can get started with Drafts right away by following along with our instructional guide, which you can find here. Or contact our support team at support@asset-map.com with any questions.

Are you an Essentials user?

If you would you like to access the Drafts feature, you can upgrade to Professional or Elite. Our Customer Success upgrade team will be delighted to assist you in exploring the Drafts features along with all the other benefits available including Target-Maps, Signals, Custom Branding, and more.