Product Update: Beneficiary Visualization

We’re excited to announce our Beneficiary Visualization, which helps financial advisors facilitate conversations around account beneficiaries and loss of life planning.

Now, Asset-Map users are able to “map” where financial instruments go upon death.

The Beneficiary Visualization also lets you see a quick, visual overview of the totals for each category with the ability to expand and analyze the actual financials that contribute to these amounts.

This new feature can also be viewed as a grid, with a design similar to Entity Ownership. Whenever a member is selected, it will create a column for each member that is a beneficiary for any financial the selected member owns.

Then, four boxes in each column will appear representing the four financial types: incomes, assets, liabilities, insurances.

These will display the total value the member has as a beneficiary in these categories.

To learn more, visit our Support Center.