Live Training Webinar: Introducing Asset-Map Drafts

In this webinar, LiaJean McHenry (Sr. Training Manager) will share Asset-Map's brand-new feature, Drafts. This cutting-edge tool will aid Financial Professionals (LIKE YOU) in mapping out, illustrating, and optimizing your client's financial situations.

Drafts allow you to iterate, enhance, and visualize prospective changes, without altering their Asset-Map. You'll be able to put your clients' singular view Asset-Map Report into a sandbox where financial instrument additions, deletions, and other changes can be made - creating a bridge between current financial realities and future possibilities.