Product Update: Drafts

We’re thrilled to announce the introduction of our new Drafts feature for our Professional and Elite subscribers!

This long-requested feature provides the ability to create bridges between current financial realities and future possibilities for your clients in seconds.

Drafts provide the opportunity to create placeholder views within a household to visually illustrate proposed changes to a client’s Asset-Map without impacting the original household data.

Placing the Asset-Map in Drafts mode puts the map into a sandbox where financial instrument additions, deletions, and other changes can be made without affecting the current Asset-Map until the individual changes are committed.

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You can get started with Drafts right away by following along with our instructional guide, which you can find here. Or contact our support team at support@asset-map.com with any questions.