September 2025 Product Updates
We’re rounding out the month with our September Product Updates video!
This month, we have a few smaller updates, including adjusting Drafts mode to include all members so that changes are more easily visible to the current user. We'll also be revisiting a big launch from last year: Target-Map Comparisons. And we'll be teasing yet another new feature - Priorities - helping you to align on goals and key conversation points with your clients.
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.
We have 2 major updates to share, one, that we teased last month and the other that is coming in the next few months. First up we'll take you in depth through the launch of our new Priorities feature, highlighting an easy way to develop important conversation points. And then we'll give you a peek into our much-anticipated upcoming integration with eMoney Advisor.
Let's dive in.
The basis of our work as financial advisors is trust. Trust is earned when we can show to the client: Know Me, Know My Situation, and Know My Options.
To prove we know these about our clients, we need to be able to address the Who, What, Where, Why, If and When of the client's financial life. Earlier this year, we upgraded Relationship Maps to help with the Who, facilitating the conversation around all the key people in a client's life. Now, we're excited to launch our new Priorities feature: a key means to uncover and document the client's "why" behind their decisions.
Let's jump into the platform to show you how it works.
You'll notice the new Priorities icon of stacked columns in the navigation bar to the left and clicking here we'll start in the "Identify View" where you'll begin capturing your client's priorities. A great way to begin this conversation is with open-ended questions like:
"What's on your mind financially right now?"
"What are some of the things you'd like to accomplish in the next few years?"
“What do you want to make sure we address together?”
You can also go deeper in the conversation (beyond identifying key events and milestones) with questions like:
“What are the values you want your kids to have around money?”
“What is non-negotiable to how you make financial decisions?”
“How do you want your money to reflect what matters to you?”
Once you've established a starting list of priorities, you have a few options with how you can populate them. Within the visual view, you can either select from the Library of common financial priorities shown on the bottom half of the screen or alternatively you can use the search bar to find specific items. You can always select "Other" to define your own and edit from there. Within the List view, you can select "Add Priority" button which will default to Other and Unassigned until you edit to your requirements. To add details in either view, click on any Priority to open a modal where you can add more detailed notes - a great place to capture the nuances of your conversation as you go.
After you have a few priorities listed, the "Importance" view is perfect for having those important trade-off conversations. Start the next part of your conversation by framing it with questions like "If you had to choose, which of these goals is most important to you right now?" Don't be afraid to ask the tough questions. The "Importance" view is a fantastic tool for helping clients to clarify what they truly value.
From there you can organize and rank, by simply dragging and dropping priorities into one of the 3 importance columns: High, Normal, and Unassigned. All priorities default to unassigned at first. Within each column, you can stack rank the priorities to show their relative importance. This ranking order will be maintained between sessions. We encourage you to invite clients to take the reigns in the meeting, ranking priorities themselves, empowering them and deepening the collaboration between you.
As you go through the conversation, add more priorities if needed by toggling on the Library. We recommend keeping it toggled off during the priority importance conversation to help keep focus.
Keeping things straight forward and focused on the current needs is important, so if a priority has been addressed or you are revisiting Priorities in future conversations, you can mark it as “Resolved” with the checkbox in the modal, to remove it from the main visual view. You can always find these later in the "List View" so you can keep track of successes over time. To remove a priority completely, simply delete it. (end platform screenshot) As you complete this process over time, take a moment to reflect on and celebrate what you've accomplished together while you plan for what's next.
We also want to highlight that Priorities works for both current clients and prospective clients, as we have linked the Priorities household page (begin platform screenshot) to our Discovery Interview tool. So when a prospective client fills out the "What else is on your mind?" page of the questionnaire, it will conveniently populate the Priorities page for the household ensuring you can get the conversation off to a great start and truly demonstrate value from the get-go.
As a best practice, we encourage you to use Priorities in all your client meetings. From initial discovery with prospects to ongoing reviews with long-term clients, it is a way to accelerate trust and stay on top of what’s most important to them. For you as the advisor, it can you help you identify alternatives to present clients with their planning options.
Here are the top 3 conversations it can power:
Know Your Client: Use it to define the scope of your engagement and establish what's most important to them from the start.
Financial Planning: Priorities can be the foundation of your financial planning process, helping you to create a plan that is truly aligned with their goals.
Ongoing Reviews: Start each review meeting by pulling up their Priorities to see if anything has changed. This is a great way to show that you're on top of their situation and to uncover any new needs.
For a more in-depth tutorial for our current customers, don't forget to check out our Customer Support article linked in the description below.
And finally, we are very excited to share that we will soon be adding the option to integrate Asset-Map with eMoney Advisor. This has been a highly-anticipated integration, allowing advisors to leverage the best of both technologies.
The integration will allow advisors to pull data into Asset-Map from eMoney Advisor. This will include the members of the household, entities, and financials. This will be especially valuable for advisors using eMoney for complex calculations and Asset-Map for facilitating conversations to ensure understanding and presenting advice. The resulting comprehensive report PDF in Asset-Map can then be pushed back into eMoney Advisor to share with the client. This is only the beginning of the benefits of this integration, and we can't wait to share more in the coming months.
That’s all for our September updates! Don't forget to like this video & subscribe to our YouTube channel for all the latest Asset-Map news.
We'll see you next time!