August 2024 Product Update

This month, we're highlighting a few of our highly-adopted features - like the Data Uploader and Questionnaires - that you may not know about! And check out new training options that can take your Asset-Map expertise to the next level.

Full transcript:

Welcome back to Asset-Map Product Updates

A monthly series highlighting the latest innovations we’re releasing on our platform.

We’re hard at work developing some big updates for our September product releases, so this month we’re revisiting a few of our features that you may not know about as well as training options that can boost your productivity! 

Let’s take a look at our data uploader, Questionnaires, free one-on-one training, and our newest Asset-Map University Expert course featuring our CEO and  founder , H. Adam Holt.  We’ll also navigate to our Product Feedback button at the end of this video, which we encourage you to use as we continue to innovate, develop, and refine all of our product features. 

Let’s dive in….

Our simple data loader allows you to import and export asset data for a single or multiple members of a household, providing an easy way to quickly get data in and out of the Asset-Map Report.

To use this feature, navigate to the “Data Loader” tile on the Household Summary tab where you can then access a template format for CSV uploads of new data. Simply use the 4 column template to provide full financial details and then upload the file to create the Asset-Map in full. Alternatively for households already created but needing wider edits, you can export the current household’s financials to do bulk instrument edits before uploading again. 

Next up, we want to remind you about Questionnaires. Advisors who embed Asset-Map fully into their client experience typically complement it with questionnaires outside of the platform that are unique to their practice. These one-page surveys can be used as meeting prep worksheets, client intake forms, values exercises, risk tolerance, and many other unique applications. 

Visit the Questionnaires tab to see our standard options or, for our  Elite subscribers, you’re entitled to a fully customized Questionnaire that is built just for your practice by our support team. Once the Questionnaire is loaded and activated in the platform, you’ll be able to select it from the bottom of the left-hand navigation, instantly send your Questionnaire to your clients to complete or fill it out with them during a meeting, and ultimately track results. This recent product update makes the advisor-client interaction more efficient and allows your business to scale quickly.

Don’t forget that our Product “Feedback” button is ever-present here in the settings menu of the app - click on your profile picture, tap Feedback, and fill out the following form with your thoughts. Whether you want to praise a new feature (our development team loves to hear it!) or log a concern, we want to hear your feedback about all current and new features. 

We look forward to our customer’s thoughts and take it quite seriously in developing new tools or updates.

And finally, we’re excited to announce our newest training program - the Expert level of our robust Asset-Map University course.  Designed to be the third and most advanced  in our series of self-guided training courses, you’ll learn directly from our CEO & Founder, H. Adam Holt - one of the top leaders in the fintech space who also has 25 years experience as a practicing financial advisor. 

He’ll guide you through the practicalities of using Asset-Map to your maximum potential in terms of presentation best practices, understanding the power and nuances of different assets, incomes, liabilities, and insurances, and provide a helpful roadmap regarding frequently-requested planning niches alongside all of the Asset-Map functions built to help make your client conversations easier and more meaningful. Sign up at any time! 

And if you’re not quite ready for the full depth of our university course, we offer plenty of complimentary training to make sure you hit the ground running wherever you are in your Asset-Map practice. Check out our daily Smart Start or Target-Maps training sessions to get started.  

That’s all for this time, see you next month.