Elite Plan
Customize Asset-Map to your practice with branded reports, marketing and support designed to help grow your business.
Features & Benefit
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, Advice Milestones, and more
Custom Branding
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.
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
FREE Customized Marketing Video
Receive $350 Value personalized marketing video to supercharge your prospecting for free
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
FREE Boot Camp Program
Join us at our highly acclaimed $929 Value training event with 100% off the retail admission for free
Priority Support
Receive front-of-the-line position for all inbound phone support calls
Ready to Upgrade?
Reinforce brand awareness, improve brand recognition and trust and deepen your relationship with your clients.
