Product Spotlight - Inline Calculator

There is a multitude of product features that are included with your Asset-Map subscription. One of the “hidden treasures” you may not know about or want to learn how to use better is our Incline Calculator.

Picture this: you're in a client meeting and don’t want to interrupt your flow if you have to do some calculations.

Great news - the Asset-Map Inline Calculator helps you save time during client meetings by not having to switch between apps. This feature also reduces the chance of your remote meeting “crashing” by using an unsupported app.

Here's how:
Similar to spreadsheet programs precede the equation with an " = " in any dollar value field in a financial.

You can use the inline calculator to:

• Calculate ownership or inheritance

• Multiply retirement contributions for the year

• Estimate monthly Social Security Insurance as an annual or monthly figure

The inline calculator will also assist with scenarios such as:

• What if the client's dependent will inherit 38% of an asset. How much is that?

• The partner owns 22% of the company. How much is that?

Below is an example of how to multiply a monthly payment by 12 to get an annual value -

Click here to schedule a demo with our Sales Team.