This month we’re taking a look at Drafts and some minor updates to our integrations access page! We also have a new setting available for our Firm and Enterprise-level customers to help you manage individual and default customizations for your team.
Read MoreAnnouncing the latest Asset-Map product release - Client Portal. It helps you deliver more personalized service at scale, build goodwill through transparency, and create a more interactive experience for your clients.
Read MoreThe new Asset-Map and Addepar integration helps financial professionals create more meaningful client conversations by enabling the ability to instantly send client holdings and transactions from Addepar into Asset-Map.
Read MoreDrafts 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.
Read MoreAsset-Map subscribers will now be able to incorporate commonly formatted questionnaires directly into Asset-Map so that the vital information of a client household is in one place. Custom Questionnaires can be sent to the client as a meeting takeaway or completed in the meeting.
Read MoreNow available to our Elite subscribers! Custom branding allows you to personalize the Asset-Map platform with your own branding, including your logo, color palette, custom imagery and branded reports. Learn more about the branding options available within the Asset-Map platform.
Read MoreWe’re thrilled to announce the latest update to our Signals feature, which includes a Snooze option. You can now use the Snooze or Wake buttons to activate or deactivate one or multiple Signals.
Read MoreWith Entity Ownership enabled, you can see the entity members’ percentage of ownership and use it to calculate a member’s stake or value in an entity-owned instrument.
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