Webinar Replay: Interactive Reports and Creating Deliverables in Asset-Map

In this webinar, we covered the interactive reports in Asset-Map such as Balance Sheet, Beneficiary Report, and Policy Summary. We also showcased a new feature enhancement that allows you to visualize beneficiaries like never before.

In addition, we show you how to create robust, meaningful deliverables for your clients using various reports within Asset-Map.

Hosted by: LiaJean McHenry, Sr. Training Manager