Client Portal
Instantly Connect with Your Clients Where They Are - Online.
Asset-Map’s Client Portal helps you deliver more personalized service at scale, build goodwill through transparency, and create a more interactive experience for your clients.
Empower your clients’ financial journey by providing secure, on-demand access to the Asset-Map experience.
Who can edit the financials in the Client Portal?
With this feature, only the advisor can edit the financials in the Client Portal. To keep the platform compliance-friendly, your clients will have read-only access to the areas of the platform you choose to share with them.
How can I share access to Asset-Map with my client?
When Client Portal permissions are enabled in your Team Settings, select a household, edit the household settings, and you’ll find the Client Portal tab along with the ability to share access to Asset-Map.
What can I share with my clients through the Client Portal?
You can share view-only access to the Asset-Map Report, Signals, household members, financials, balance sheets, and policy summaries.
Client Portal Roadmap
This new product release is just the start of the Client Portal! Over the coming year, we’ll continue to roll out additional features and functionality to help you have deeper conversations with your clients. Stay tuned for future announcements regarding Client Portal updates and be sure to provide any feedback - our customer’s success is extremely important to us.
Edit access at a member level
Account aggregation
Client experience view enhancements
Mobile-friendly view enhancements
Client document storage
Client access to Target-Maps and Beneficiary pages
Client-originated notes
Ability for clients to share with friends, family, or a professional
Budgeting tool