This month, we have 2 major updates to share, one, that we teased last month and the other that is coming in the next few months. First up we'll take you in depth through the launch of our new Priorities feature, highlighting an easy way to develop important conversation points. And then we'll give you a peek into our much-anticipated upcoming integration with eMoney Advisor.
Read MoreThis month, we have a few smaller updates, including adjusting Drafts mode to include all members so that changes are more easily visible to the current user. We'll also be revisiting a big launch from last year: Target-Map Comparisons. And we'll be teasing yet another new feature - Priorities - helping you to align on goals and key conversation points with your clients.
Read MoreThis month, we've two major platform updates (which are now both available)! Watch the full video to learn more about our game changing Presentation mode for focused collaborative conversations, Suggest Mode to promote efficient and productive meetings, as well as a highly impactful update that allows Joint Ownership to automatically be reflected in Beneficiary outputs.
Read MoreFor 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.
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