Next Level Support you can ALWAYS count on!

 
 

Email Support

Live Chat

Phone Support

 

U.S.-Based Support Hours
M-F 8:30a to 7:00p ET

PLUS FREE unlimited access to our vast in-app knowledge base including on-demand videos, webinars, articles, the Learn Asset-Map in 30 Minutes Lesson Plan (emailed over the first two weeks), and more!

 
 

Complimentary Training to get you up and running quickly!

Smart Start Trainings + Target Map Trainings

FREE 60 min sessions including the core features and functionality of Asset-Map. Learn from the Pros at Asset-Map and get up and running quickly!. 

Smart Start Training required for 30-day money back guarantee

Smart Start Training

Introduction on how to best use the Asset-Map Platform
Offered 6x per week (MWF 10a or 2p ET)

Target Map Training

Learn how to use Target-Maps in client conversations
Offered 2x per week (Tuesdays 10a, Thursdays 20 ET)

 

Monthly Accelerate Series Webinars

In our FREE 60-minute Accelerate Series Webinars topics covered vary each month. We cover technical topics showing you how to best use Asset-Map - focusing on deep dives of specific areas and how to start implementing Asset-Map in your practice. 

Offered every 3rd Thursday of the month

 

Training to take you to the next level!

 

Boot Camp

Boot Camp is a unique training event focused on the concerns of an individual advisory practice. Boot Camp allows for live and direct insights with other top users, and concentrates on many of the critical soft skills including client engagement, and practice management. It’s a deeply immersive 3 day event!

  • Offered as 3 half-day sessions: 12:00p - 5:00p ET each month)

Benefits: 

  • Focused on ROI

  • Live event where advisors can network and hear how others are using Asset-Map

  • Ask questions in real-time

  • Engage directly with Asset-Map experts including CEO H. Adam Holt

  • Recording available 30 days post event

BEST FOR: those advisors that want an focused and deeply immersive experience

Asset-Map University (NEW)

AMU offers self-directed online courses helping you to better understand Asset-Map at the deepest levels. 

Benefits: 

  • Become Asset-Map Certified 

  • Self-paced learning 

  • Content available for review over time

  • Quizzes and exams to test your knowledge

  • Receive an Asset-Map Certificate and Badge that can be shared via LinkedIn and other social media

BEST FOR: New/younger advisors and those that prefer to learn on their own

Ongoing Support: In-App Help Center

FREE expansive in-app help center where we have hundreds of resources pertaining to any question you may have Topics and answers are easy to find via the smart search feature - just type any keywords to find the answers you are searching for.

Benefits:

  • Easy to use: located directly in the Asset-Map Platform

  • Available 24/7 

  • 100s of resources: videos, user guides, webinars, etc.

  • Smart search functionality