Product Update: Signals+
Take Asset-Map’s proactive diagnosis tool to the next level with Signals+.
Signals+ builds upon the existing power of Asset-Map’s Signals™ functionality. Asset-Map Signals™ provides immediate insight into any household’s ability to weather financial storms associated with six common disruptive events:
Liquidity
Long-Term Disability
Loss of Life
Long-Term Care
Longevity
Legal Liability
Signals+ shows each individual Signal in the Household Index as selectable values, which can be added to any new or existing custom layout. Advisors will be able to now quickly and easily see, sort, and filter for Signals across all of their clients’ households in a single, comprehensive view.
Note: Signals+ will be available for users with the Asset-Map Elite package.
Accessing Signals+
Each of Asset-Map’s available household Signals will be accessible as selectable columns within the Household Index, as well as available filter options.
How to Use Signals+
Simply select one or more Signals from the “Columns” picklist to add to any existing layout or easily save a new layout. This instantly provides a holistic view of Signals across each and every client household.
Who is eligible?
Elite Subscribers - Elite subscribers are will get access to Signals+. Not an Elite subscriber? Click here to explore upgrade options or schedule a consultation.
Enterprises - Enterprise customers are encouraged to schedule a consultation with us to discuss the optimal path forward.
How do I get started?
Reach out to your Customer Support team!
888-664-8850