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.
Read MoreThis 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!
Read MoreThis 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.
Read MoreWith Sidebar enabled, keep your clients’ entire household in view while editing their financials on the fly.
Read MoreThis 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.
Read MoreThis month, we'll show you an in-depth look at our biggest integration yet with Holistiplan, a quick update on Entity Ownership, and a sneak peek into our upcoming Boot Camp product training session.
Read MoreEffortlessly upload clients’ tax returns and instantly generate a personalized tax planning report, complete with professional branding, in a matter of seconds with the new Holistiplan Integration.
Read MoreThis month, we'll show you brand new enhancements to Target-Maps, a new global integration with Plannr, a UK-based CRM tool, and we'll preview a special release for next month: a groundbreaking integration that'll make tax planning easier than ever!
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