Webinar Replay: 2024 New Features Wrap-Up
In this webinar, you'll get an in-depth look at features like Client Portal, Target-Map Comparisons, Beneficiary Visualization, Sidebar, Relationship Maps, Legal, and more! You'll also get tips on how you can implement these features into your practice in the new year.
Can you believe it's already the end of the year? 2024 has been a big year in features and enhancements for Asset-Map, so we wanted to recap all the newest additions to the platform. In this webinar, you'll get an in-depth look at features like Client Portal, Target-Map Comparisons, Beneficiary Visualization, Sidebar, Relationship Maps, Legal, and more! You'll also get tips on how you can implement these features into your practice in the new year. Hosted by: LiaJean McHenry (Sr. Training Manager)
More Incoming
Accelerate Series | Fuel Your Client Engagement Engine - Hidden Gems for Practice Management
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