FEATURES AND BENEFITS

NEW! Custom Branding

Our latest product update extends the Asset-Map platform as an integral part of your brand

Brand the Asset-Map platform 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.

Reinforce brand awareness, improve brand recognition and trust and deepen your relationship with your clients.

Available for our Elite subscribers

Upgrade to Elite

But that’s only one of our many enhanced Elite Features…

Our most robust and best value subscription. This tier offers all of the features and functionality of our Essentials and Professional levels - including the Discovery Interview, Asset-Map Report, Custom Stencils, Target-Maps, Signals, Advice Milestones and more

PLUS ALL OF THESE:

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
Custom Questionnaires Reach out to clients with customized, direct-to-client information gathering
Milestones+ Take Milestones to the next level with customized milestone events, milestone history and commenting
Book of Business Sharing Share access to each member’s households across the whole team (optional)
One-on-One Personalized Onboarding Get our most effective, onboarding suited to accelerate your knowledge of the platform
Customized Marketing Video ($350 Value) Receive a free personalized marketing video to supercharge your prospecting
50% off Bootcamp Attendance ($465 Value) Join us at our highly acclaimed training event with 50% off the retail admission
Priority Support Receive front-of-the-line position for all inbound phone support calls