Product Update: Custom Questionnaires
As part of our ongoing efforts to make it easy for advisors to gather the essential information for advice conversations, we’re excited to announce the launch of Custom Questionnaires.
Financial 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. Examples include meeting prep worksheets, client intake forms, values exercises, risk tolerance, or other suitability questionnaires.
Asset-Map Elite subscribers can now incorporate commonly formatted questionnaires directly into Asset-Map so that the vital information of a client household is in one place. Custom Questionnaires can be sent to the client as a meeting takeaway or completed in the meeting. This new addition makes the advisor-client interaction more efficient, allowing businesses to scale quickly.
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, send your Questionnaire to your client to complete, complete it with them during a meeting, and track results/completions.
Who is eligible?
Elite Subscribers - Elite subscribers are eligible for one Custom Questionnaire of up to 10 questions included in their standard pricing. Additional questionnaires or questionnaires with advanced functionality are available at additional cost through professional services.
Enterprises - Enterprise customers are encouraged to schedule a consultation with us to discuss the optimal path forward.
How do I get started?
Reach out to your Customer Support team!
888-664-8850