For June, we've released the ability to link legal instruments to entities, some speed of use updates including quick visual data entry in Sidebar and the option to clone legal documents, and we've adjusted the avatars so you can now choose gender-specific or gender-neutral. Stay tuned at the very end for a sneak peek at "Presentation Mode" too.
Read MoreFor May, we touched up on some smaller updates to visual views across the platform, the new ability to clone Relationship Maps and a new legal type added. We'll also review a recent feature Target-Map Comparisons which was released this time last year and want to draw your attention to our latest in-depth training, the expert level 3 of Asset-Map University.
Read MoreFor April, we've rolled out a fresh user experience for a more cohesive platform look, some extra 3rd party security for Multi Factor Authentication using an authenticator app, and a few icon adjustments in Drafts to ease visual comprehension of suggested changes.
Read MoreThis month, we have a variety of smaller updates to enhance your client meetings, as well as back-office enhancements across the platform.
Read MoreThis month, we’re taking a deep dive into our Sidebar functionality. We also give a quick update to the member navigation bar on the Asset-Map Report and Financial page.
Read MoreWe’re kicking off 2025 by showing off phase two of our Holistiplan integration, our dual Discovery feature, and a little tease of next month's big release - our fully integrated Sidebar functionality.
Read MoreThis month we’re showcasing another brand-new instrument-type, offering you the capacity to log Legal documents within the Asset-Map Report, plus we also invite you to watch our CEO, Adam Holt’s spotlight session from our recent AdviceTechLIVE virtual conference, detailing some recent and soon-to-be-released features.
Read MoreThis 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.
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