Product Update: Client Portal
We’re excited to announce the introduction of our new Asset-Map Client Portal feature!
The feature allows you to instantly connect with your clients where they are - online. You can share view-only and print access to the Asset-Map Report, Signals, household members and entities, financials, balance sheets and policy summaries.
Client Portal helps you deliver more personalized service at scale, build goodwill through transparency, and create a more interactive experience for your clients.
This current product release is just the start of the Client Portal experience!
Over the coming year, we’ll continue to roll out additional features and functionality to help you have deeper conversations with your clients like editing, aggregation, Target-Maps and more.
Stay tuned for future announcements regarding Client Portal updates and be sure to provide any feedback - our customers’ success is extremely important to us.