Product Update: Beneficiary Report for Asset-Map Professional Subscribers

Product-Update-Riskalyze-Integration.jpeg

By Perry Feinstein, Marketing & Communications Manager.



Additional updates in this release

With the latest release, we’ve moved the Asset-Map Beneficiary Report into production for all subscribers to the Asset-Map Professional plan. You can now find the Beneficiary Report among the existing library under “Reports”.

Asset-Map Platform (1).gif

An example use-case

The Beneficiary Report will become impactful during estate planning conversations when a financial professionals need to illustrate potential funding gaps. It will help answer the question of "where is the money going?" should something unforeseen happen to the household.

Asset-Map