The Asset-Map + Box integration allows users the ability to store and retrieve files within the Household in Asset-Map in Box. Additionally, these integrations allow new files to be posted to designated file locations within Box, allowing for a seamless workflow.
Quickly and easily store and retrieve files with our synchronization tool. The Asset-Map and Box integration is as simple as clicking a button to import the relevant data, whether it be an individual client or an entire household.
Manage the Household’s files and file storage from the Household’s Summary page. New folders can also be created for specific Financial Instruments, directly from Asset-Map to Box, to better manage storage and specific financials within the Household folder.
