Product Update: Beneficiary Report for Asset-Map Professional Subscribers
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”.
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.