This month, we have a variety of smaller updates to enhance your client meetings, as well as back-office enhancements across the platform.
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This month, we’re taking a deep dive into our Sidebar functionality. We also give a quick update to the member navigation bar on the Asset-Map Report and Financial page.
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We’re kicking off 2025 by showing off phase two of our Holistiplan integration, our dual Discovery feature, and a little tease of next month's big release - our fully integrated Sidebar functionality.
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This month we’re showcasing another brand-new instrument-type, offering you the capacity to log Legal documents within the Asset-Map Report, plus we also invite you to watch our CEO, Adam Holt’s spotlight session from our recent AdviceTechLIVE virtual conference, detailing some recent and soon-to-be-released features.
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This month we’re excited to announce a brand new experience, Relationship Maps - this game-changing solution doesn’t exist anywhere else in the industry and we’ll dig into just a few of the powerful ways you can use it! We’ve also got a few smaller updates to Beneficiary Maps as you can now view contingent beneficiaries and provide Client Portal access.
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This month we have some brand-new advisor marketing content and tools to help you with both prospecting and client retention using Asset-Map, we’ll dive into one of our most popular, but lesser-known features, Stencils and the Stencil Library, and we want to personally invite you to the biggest virtual advisor conference of the year, AdviceTechLIVE!
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This month, we're highlighting a few of our highly-adopted features - like the Data Uploader and Questionnaires - that you may not know about! And check out new training options that can take your Asset-Map expertise to the next level.
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This month, we’re demonstrating our new Sidebar functionality, showing you a helpful new visualization option for beneficiaries and their allocations, and touching quickly on two insurance options you can now add to the Asset-Map Report.
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