This month, we’re demonstrating our new Sidebar functionality, showing you a helpful new visualization option for beneficiaries and their allocations, and touching quickly on two insurance options you can now add to the Asset-Map Report.
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This month, we'll show you an in-depth look at our biggest integration yet with Holistiplan, a quick update on Entity Ownership, and a sneak peek into our upcoming Boot Camp product training session.
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Effortlessly upload clients’ tax returns and instantly generate a personalized tax planning report, complete with professional branding, in a matter of seconds with the new Holistiplan Integration.
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This month, we'll show you brand new enhancements to Target-Maps, a new global integration with Plannr, a UK-based CRM tool, and we'll preview a special release for next month: a groundbreaking integration that'll make tax planning easier than ever!
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Seamlessly create new client households using Plannr data or update existing households with our intuitive search and import workflow. Easily access and view Plannr data right within the Asset-Map Report and sync on-demand ensuring use of the latest information in both systems.
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This month we’re taking a look at Drafts and some minor updates to our integrations access page! We also have a new setting available for our Firm and Enterprise-level customers to help you manage individual and default customizations for your team.
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Announcing the latest Asset-Map product release - Client Portal. It helps you deliver more personalized service at scale, build goodwill through transparency, and create a more interactive experience for your clients.
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The new Asset-Map and Addepar integration helps financial professionals create more meaningful client conversations by enabling the ability to instantly send client holdings and transactions from Addepar into Asset-Map.
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