Asset-Map Elite

Asset-Map Elite tier subscribers have access to all Professional level features as well as , Signals +, Custom Questionnaires, white-labeling, priority support, a FREE custom marketing video and SO much more!

Tip: Bookmark this page for quick reference and handy links!

FREE Custom Marketing Video

Supercharge your prospecting by adding your logo and business contact options to our highly effective marketing video! Choose from “Standard ending” to highlight your new capabilities (using Asset-Map) OR select “Discovery ending” to drive your clients to begin building their Asset-Map.

New: Add a QR code at the end with your Inbound Discovery link or contact options!

Custom Branding

Brand the Asset-Map platform and deliverables for you, your firm and your clients! You can replace the Asset-Map Logo in the header of the application, add a background image to your homepage, define a custom color for the Discovery fact-finder and add a personalized page to all of your reports.

Custom Advice Milestones

Elite subscribers have access to SEVEN customized Milestones. Use Milestones to keep track of key client interactions such as “Annual Review”, “Client Meeting” and more! The options are completely up to you - just let us know the Milestones you wish to add, and we’ll have them available to you within 1 business day.

Custom Questionnaires

Incorporate a formatted Questionnaire to gather the vital information of a client in one place. Custom Questionnaires can be sent to the client before the meeting, as a meeting takeaway or even completed in the meeting itself. Choose up to 10 customized questions with ‘free text,’ ‘radio-button’ or ‘pick-list’ answer sets.
NOTE: Typical turn-around time is 2-5 business days

Signals +

Take Signals to the next level with immediate insights in the household index. Sort and filter Signals across all of your client’s households in a single, comprehensive view. Find opportunities, areas of interest, and drive conversation with your clients with this enhanced functionality!