Product Update: Sidebar

As part of our ongoing efforts to make it easier than ever for advisors to navigate the Asset-Map platform and accelerate client conversations, we’re excited to announce the launch of Sidebar.

With Sidebar enabled, keep your clients’ entire household in view while editing their financials on the fly.

With a single right click, you can toggle on “Sidebar” to view the information on the right-hand side of your screen, using the grey arrow at the bottom of the screen to expand the view. This enables you to view the entire Asset-Map as a whole, while viewing or making adjustments to individual members or financial instruments, as well as any integration-linked data. 

See the screenshots and full video below to learn how to implement this new platform functionality or contact our support team for further details.