Asset-Map Release Change Log

• Compass. In-app AI insights to help advisors accelerate fact-finding, identify planning opportunities, and be much more efficient in preparing for meetings.
• Enhanced Target-Map Functionality. Ongoing enhancements to Asset-Map's analysis capabilities. ‍
• Document Vault. Ability for clients to share documents to advisors.

• Client Avatars. Ability for advisors to select a color palette; ability for Elite subscribers to upload images to represent the client in the application.
• Locations. Building from Asset Location feature to help advisors discuss income tax implications during distribution of assets.

• Added a new Asset Location feature to help advisors discuss income tax implications during distribution of assets

• Added ability to customize Target-Map "Wants" so that advisors configure Asset-Map to how they facilitate a conversation around defining funding goals.

• Updated the Report Center to include PDFs for “visuals” including Relationship Maps.
• Added single-sign-on integration to WealthReach and Anasova.

• Asset-Map Growth Studio launched with subscription-based marketing collateral to help advisors engage clients, win prospects, and expand their practice without the burden of content creation.
• Supplemental Services. Connectivity with additional technology partners that complement Asset-Map and conversational financial planning, and drive advisor efficiency. These include Anasova, Banrion, PSBLTY, and WealthReach.
• Implement a new Drafts "Preview" state so advisors can toggle between viewing the current state, viewing all changes, and previewing the final state if all changes were made.

• Added integration to Contio.ai. Advisors can launch Contio directly within Asset-Map to capture meeting notes and action items, then access prior conversation summaries.

• Added new Stencils Sidebar Applet to the Asset-Map Report.
• Updated Target-Map Preferences to set default “lost to taxes” rates for HSAs and Municipal Income.
• Added and updated explanatory footers to the Priorities, Signals, and Beneficiaries pages 

• Enhanced ability to model joint expenses on the Asset-Map Report.
• Added ability to use time-based filters within the household index page.
• Updated to the Long-Term Care Signal to exclude Retirement assets from the calculation.
• Client Portal notifications displayed in the Asset-Map Report Sidebar 

• Added new Drafts Sidebar Applet to the Asset-Map Report.
• Enhanced ability to model joint life insurance on a first-to-die and last-to-die basis.

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• Added integration with Jump. Users can leverage Jump's AI technology to capture and process client meetings and to identify updates within the Asset-Map.
• Updated the integration with eMoney Advisor to include mapping of trusts and to streamline data workflows.

• Added Priorities Sidebar Applet to the Asset-Map Report.
• “Custom” Custodian integrations. An optional, add-on, service through Morningstar’s ByAllAccounts platform to allow advisors an expanded selection of Custodian data sources

• Added integration with eMoney Advisor, enabling household and financial data to flow from eMoney Advisor into Asset-Map, and an Asset-Map Report to flow to eMoney Advisor’s Vault.

• Updated Priorities functionality to include touchscreen drag and drop.
• Added Health Savings Account as an Account type available for selection.
• Updated company address on Terms of Service for Global, Equitable and Client Portal.

• Added new Priorities dedicated view to document and identify the client’s goals, concerns, and objectives. Includes surfacing Priorities identified using the Discovery client onboarding feature and identifying count of Priorities on the Household Index.

• Updated Terms of Service.
• Updated Drafts to default to displaying "All" members and their associated financials
• Updated the Action Items menu for the Asset-Map Report to make it easier to Toggle Visibility of various components.
• Removed Disability and Long-Term Care insurance from the Beneficiary page, keeping the focus on the end-of-life conversation.
• Removed "Joint Ownership"  from P&C Insurance type to simplify data entry

• Added Presentation Mode, a new toggle for the advisor to enter into a “conversation mode” when meeting with their clients.
• Added Client Portal: Suggest Mode.  As a complement to the existing “Read only” option, advisors have the option for the client to be able to log into Asset-Map and suggest potential changes to their household and finances.
• Updated child and grandchild avatars to be consistent with other relationship types, though they maintain their color distinction.
• Updated the functionality of Joint Ownership selection for Assets to automatically set the Surviving Owner(s) as the Primary Beneficiary.
• Renamed the selection of “Joint Ownership” of Liabilities to be called “Joint Liability,” and updated the functionality to automatically set the Surviving Borrowers as the Primary Beneficiary.
• Added ability to identify multiple recipients of unearned incomes as Joint Recipients, impacting and enhancing the Beneficiaries page.
• Updated Report layout to allow Key Financials and Legal count to be saved in new or existing layouts.
• Changed column name on Beneficiary Report page and PDF for Life Insurance from Policy Owner to Insured Members.

• Added ability to select Legal instruments for beneficiary selection
• Added the ability to incorporate Legal instruments when creating Relationship Maps.

• Updated the “Add” Applet in the Asset-Map Report Sidebar to improve and accelerate data entry.
• Added ability to clone Legal Instruments to improve data entry speed.
• Added an option for users to set their avatar preference to display with either gender-specific or gender neutral avatars (which are the same avatars used when gender is set as “not specified”).
• Updated financials page to ensure PDF output respects selected members
• Added two additional options to list of available “Key Financial Figures” (KFFs)

• Refreshed the UX of the avatars, icons, and the Relationship Map feature, with colors used to communicate the Relationship Type of the members and entities represented in the platform. Refreshed the Member Selection Bar UX to make it more clear which member’s financial situation is modeled.
• Visual Views are now the default view, rather than List View, when a user accesses the Relationships and Beneficiaries within a Household. Note, as a user may have multiple Relationship Maps, the display is based on alphabetical order of the name of the Relationship Map.
• Added ability to clone Relationship Maps (a user can have up to 10 Relationship Maps per Household)
• Added “Advance Health Care Directive” as a new option when adding or editing Legal instruments.

• Added Authentication Apps as an option for Multi-Factor Authentication (MFA).
• Retitled the Asset Category of “Real Estate” as “Property” to better reflect the assets that can be documented as part of the client’s financial inventory.
• Added Client Portal Last Login as an available column to the Household Index
• Updated the Team Manager’s Book of Business Transfer Tool to allow the Team Manager to choose one, multiple, or an entire book of business from one advisor to another on their Team.

• Updated the Asset-Map Report Drafts feature to allow for the ability to model additions, edits and deletions of members and entities in the Household.
• Updated the Notes feature to allow users to create bulleted lists, numbered lists, and select text colors.
• Updated the Asset-Map Report’s Member Selection Bar to add the option to select and deselect “All.”
• Added the Member Selection bar to the top of the Financials view to allow users to filter the Financials inventory based on selected members or entities.

• Updated the Asset-Map Report Sidebar to improve the user experience. This includes applets that allow the user to add new financial instruments, view and edit existing instruments and members, and view client-specific Target-Maps and Signals while viewing the Asset-Map Report.
• Added ability for users (advisors) to receive Client Portal Notifications based on when the client registers for access to Asset-Map and when they accept the data shared to them.
• Updated the Household Index to add Client Portal Status as an available column a user may display on the Household Index (e.g. to view if the household has active access to the Portal).

• Added ability for teams (firms) to have distinct Firm and Personal (single advisor) Discovery links and management.
• Updated Redtail integration to allow for the user to search by first and last name .

• Added Legal Instruments to the Asset-Map Report and Financials inventory, allowing advisors to expand the breadth of conversations they have with their clients.

• Launched Relationship Maps. These allow the user to visually document and communicate how the key people in the client’s financial life relate to one another.
• Updated language for “Members” views to “Relationships.” This is to better convey the breadth of what can be documented around the client’s financial life, extending beyond traditional “members of the household” to encompass key relationships in general that can affect and inform the client’s financial decision-making.
• Updated Client Portal permissions to allow users to share the Beneficiaries page with their clients.
• Added Contingent Beneficiary to Beneficiary view, the Policy Summary, and corresponding PDF reports.
• Added the Medical and Other Insurance types to the to Policy Summary page.

• Added notifications to Advisors in app or by email after a Questionnaire is completed.
• Updated beneficiary selection for financial instruments to include Members and Entities that are not part of the client’s household.
• Added a new avatar to represent Pets.

• Added the option to document Professionals as a Relationship type, allowing the documentation of the client’s professional advisors including investment experts, insurance agents, attorneys, accountants, etc.
• Updated the Members view to document and display members and entities that are part of the client’s household as well as those outside of the household.

• Added Medical and Other Insurance types as financial instruments that can be documented in the platform.
• Added counts for Medical and Other Insurance as available columns to the Household Index.
• Launched v1 of the Asset-Map Report Sidebar, including ability to view and update members and financial instruments in the Sidebar rather than obfuscating with a pop-up over the Asset-Map Report.
• Launched Beneficiary Visualization as an alternative way to discuss the documented Beneficiaries of the client’s financial instruments.

• Launched an integration with Holistiplan.
• Added new Member & Entity types to better capture data on the client’s key relationships, including greater details around family members. Removed “dependent” as a stand-alone type of member and instead made that an attribute.  
• Added "Deducible" as an available field for the data captured for P&C Insurance.

• Launched Target-Map Comparisons feature.
• Updated the Target-Map Summary page to allow for ability to identify “targets” and pin Target-Maps to the top of the screen.
• Launched integration with Plannr.
• Updated the Beneficiaries list page to align with nomenclature on the Financial page.
• Added Entity rollup button on report page which will allow reports to include entity rollup collapsed or expanded.