Increase Your Efficiency with the Asset-Map + Dropbox Integration
The Asset-Map + Dropbox integration allows users the ability to store and retrieve files within the Household in Asset-Map in Dropbox. Additionally, these integrations allow new files to be posted to designated file locations within Dropbox, allowing for a seamless workflow.
Features Overview
Ease of Use
Quickly and easily store and retrieve files with our synchronization tool. The Asset-Map and Dropbox integration is as simple as clicking a button to import the relevant data, whether it be an individual client or an entire household.
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Manage Storage
Manage the Household’s files and file storage from the Household’s Summary page. New folders can also be created for specific Financial Instruments, directly from Asset-Map to Dropbox, to better manage storage and specific financials within the Household folder.
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