Webinar Replay: Introducing Sidebar

In this webinar, we covered the latest enhancements to our Sidebar feature, giving you a meaningful touchpoint for every client meeting.

Replay Webinar

We covered the latest enhancements to our Sidebar feature, giving you a meaningful touchpoint for every client meeting. Plus, learn how you can use Sidebar to navigate through important conversations about your clients' financial situation without ever leaving the Asset-Map Report. Hosted by: LiaJean McHenry (Sr. Manager, Customer Success)