January 2025 Product Update
We’re back with our first Product Update video of the year!
This month, we’re showing off the new deep-link capability from phase two of our Holistiplan integration to create Asset-Map profiles, and also a dual Discovery feature allowing access to both firm level and personal-level Discovery links. Watch until the end for a little tease of next month's big release - our fully integrated Sidebar functionality, bringing every Asset-Map tool you love into a single, epically useful view.
Full transcript:
Welcome back to Asset-Map Product Updates
A monthly series highlighting the latest innovations we’re releasing on our platform.
This month, we’re showing off the new deep-link capability from phase two of our Holistiplan integration to create Asset-Map profiles, and also a dual Discovery feature allowing access to both firm level and personal-level Discovery links. Watch until the end for a little tease of next month's big release - our fully integrated Sidebar functionality, bringing every Asset-Map tool you love into a single, epically useful view.
Let’s dive in….
Our Holistiplan integration is now a two-way sync - connecting information in and out of both platforms. Whether you are looking to import households from Holistiplan into Asset-Map or vice versa, you can easily share all of the important financials to their corresponding tax documentation no matter where you start.
When logged into Holistiplan, within a household profile, you'll notice our bright and bold Plus symbol underneath "Connections". Simply select the member you want to connect and click the Plus sign. It'll take you straight into the Asset-Map report to either import the member to a new household or tie it to an existing household. Not so taxing after all!
Next up, we've expanded our Discovery interview feature for our firm and enterprise level customers enabling you a dual view to access both your individual Discovery profiler and your firm-level Discovery profiler from the same screen. No more questions about sending out a wrong link.
Under the Discovery status table, you'll notice the new "Type" column displaying which discovery link was used to create the household and who the lead advisor is, enhancing transparency and keeping your team better organized.
Keep in mind our platform is designed to be flexible, customizable, and scalable for businesses of all sizes with volume-based discounts available for 3+ advisors.
And finally, let's take a quick peek at our upgraded Sidebar functionality. In addition to all of the member, legal, and financial data already available in Sidebar, you can now add new household data, view Target-Maps including specific Target-Map goals and pinned Target-Maps and check on the health of your client's Signals.
We're also stoked to demonstrate our new "Focus" mode - enabling you to pinpoint on the Asset-Map Report all of the financials that pertain to a specific Target-Map or Signal, or to view the details of particular assets or members. This is a game-changer in terms of delving deep into those client conversations and helping any financial plan confusion be a thing of the past. We can't wait to show you a full deep-dive next month, so like and subscribe to our YouTube channel to make sure you don't miss it.
That’s all for our January updates, we'll see you next time!