Product Update: Key Financial Figures in Asset-Map
We're pleased to announce the addition of a highly sought after feature: Key Financial Figures. Asset-Map subscribers can now assess a household's specific financial figures at a glance in multiple locations throughout the platform.
Other updates in this release:
What’s New
Key Financial Figures on Asset-Map
With this update, and once you enable the feature, the household financial details you select will appear on every Household summary page underneath the Asset-Map preview image.
Note that the Key Financial Figures that you select can appear on both the Household summary page and at the bottom of the Asset-Map view. You can elect to have the same figures appear in both places, or set different figures to appear depending on your preferences.
We’ve made available 30 different figures across the four financial instrument categories, which can be found by clicking on your name in the top right corner, and selecting “Key Financial Figures”.
We hope this update makes you Asset-Map experience even better. For more information on setting up this new feature, you can visit our support article on the topic here.