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Asset-Map alternatives can be found in Financial Analytics Software but may also. Select the Integrations option. Asset-Map is a Software-as-a-Process experience for financial professionals who provide in-person and remote advice in the wealth management, investment, and insurance markets. With the guidance of an Asset-Map expert, our SmartStart sessions will help you explore Asset-Map while building a process that brings long-term, sustainable success for your business and your clients. From that realization, Asset-Map was born. This scope can also extend to families since they're often a big part of someone's life. ) Lesson: Stencil™ Overlay (4 mins. 4 trillion in financial instruments on the platform, Asset-Map is paving the way to become the world-wide standard for personal and professional finance management. Quality assets. This installment of Advisor Speed Demos from FinancialAdvisor. Click " View" to view the imported. An Asset-Map Report visually organizes all of your clients' finances in a clear graphical layout, allowing financial professionals like you to apply their professional insight in real-time Quickly answer how close your clients are to funding their financial goals and how to resolve any capital shortfalls with Target-Maps. Choose the Public Library or your own, My Stencils library. Invite the client to view their Asset-Map online. Download in CSV, KML, Zip, GeoJSON, GeoTIFF or PNG. The selection box for this Target-Map only displays members designated as "Dependent". (click for a bigger view) On the household summary page in the Target-Maps tile. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household's financial picture that empowers humans to easily comprehend, discuss. What do we all have in common? Asset-Map is a SaaS solution that provides financial advisors with a dynamic and highly effective client engagement process along with tools for client profiling. Its ability to provide clear visualizations and easy data entry empowers advisors to deliver top-tier service, making complex financial management more accessible and understandable for clients Asset-Map. Resources from Our Partners page. A regularly curated list of the most commonly asked questions by Asset-Map advisors. Try them out for free! PLUS ALL OF THESE: Drafts Create placeholder views within a household to visually illustrate proposed changes to a client's Asset-Map without impacting the original household data. This searches for all household Liability financials on the map, sums them up and multiplies them by "1". PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. Wealthminder supports individual investors achieve their long-term financial goals such as retirement, homeownership, education, and more. All data entered is saved. SmartStart sessions will follow our three-part training framework (Organize, Analyze, and Capitalize) designed to help you master Asset-Map. Asset-Map is more than just technology - it is a process. The Beneficiary Report will become impactful during estate planning conversations when a. Asset-Map is an innovative solution that helps firms bring their brand of advice to life, expand their reach and boost productivity. Combine your financial expertise with design thinking to display your client's complete financial picture with clarity. Google Maps Platform helped Fleetminder create a unique web-based dashboard and system that keeps the company on the cutting edge of its industry and makes it stand out in the highly competitive asset-tracking, fleet management market. This is a collection of small images that can be used to create custom maps. On a desktop? Use Yarra Valley Water Asset Map. Our asset allocation tool shows you suggested portfolio breakdowns based on the risk profile that you choose. Combine your financial expertise with design thinking to display your client's complete financial picture with clarity. Use Asset-Map to present your findings without confusing your clients and get the chance to have a productive discussion — not a lecture. Support Hours: Monday-Friday 8:30AM to 7:00PM ET Hero (Copy) JustCreate. Brain mapping attempts to provide a complete picture of the brain's structure. Google Maps’ Street View feature was crea. By Michael20 articles. The Search and Select Tool (keyboard shortcut CTRL+SHIFT+S) provides the user the capability to perform select operations on multiple financials simultaneously on the Asset-Map page and Financials page. With real-time sharing of client data and visual reports, these improvements enhance advisor efficiency while helping you build more meaningful conversations. PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. Fields with a red asterisk are required. Asset Mapping is one of the very important processes in Asset Based Community Development (ABCD). With that in mind, Asset-Map can provide an impetus for budgeting discussions without needing to be the conduit for specifics. Activate the Feature on the Asset-Map. Welcome to the Next Evolution of Asset-Map. The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network. Whether it’s machinery, equipment, or even intangible assets. Use Asset-Map to present your findings without confusing your clients and get the chance to have a productive discussion — not a lecture. a person, group, or entity possesses, which serves as a support, resource, or source of strength to one's self and others in the community. Building an Asset-Based Area starts with the development and maintenance of a living map of its assets. Asset-Map combines design thinking and personal finance to help advisors display a client's complete financial picture with clarity. About Asset-Map. Typically included as part of the financial planning engagement process, Asset-Map centers around the digital visualization of household facts to build highly customized. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that empowers humans to easily comprehend, discuss, and make smart. Visualize your client's historical account value directly on each instrument. Present Value Equivalent in Target-Maps. Asset-Map is so much more than just software - its an effective process that allows you to lead with advice. Asset-Map is more than just technology - it is a process. Use Asset-Map to present your findings without confusing your clients and get the chance to have a productive discussion — not a lecture. Right click (alternate click) on a blank, white area of the client's Asset-Map page. Assessments are conducted to determine specified needs and. Add a Household to create an Asset-Map. Asset-Map is financial mapping software that helps financial advisors visually engage clients to make better financial decisions. Managing fixed assets is crucial for any business, as it helps in tracking and monitoring valuable resources. Legal Name Wealthminder, Inc. The workbook's engaging, lively style invites active participation on practically every page. A good rule of thumb is if the image looks good as your desktop background it will look good in Asset-Map. Asset-Map is a Software-as-a-Process experience for financial professionals who provide in-person and remote advice in the wealth management, investment, and insurance markets. By eliminating account numbers, PII, and/or holdings, clients can easily share their financial information in minutes. Features: 2 Greetings Reagents, Our new content update is here! Experience Project Lupara and the introduction of our new Prime Asset, Franco "Il Bambino" Barbi, who is featured in the new Trial Map, The Docks. There is currently no manual shortcut to creating a duplicate/copy/clone Household and Asset-Map. Reorder Financials on an Asset-Map Report. You can preview the stencil using the image. Many times when I work with communities, they express that digital inclusion feels like a catch-22 because they do not know where to start. satellite route Map openstreetmap google mapbox location Autocomplete Elevation ArcGIS gis Places Geocoding bing streetview. com Industry Awards, and both readers and awards committee votes have been counted. View and create household members with associated data found in the client's current profile on Wealthbox. Track their income and expenses, retirement income, asset allocation, and net worth all from a single dashboard. Browse to the Assets > New Location section of the web console. With Asset-Map's intuitive deliverables, hands-on training, and scalable tools helped revolutionize Forefront's processes and boost conversion rates by 40% across the board. jav hd.porn By Michael20 articles. DOWNLOAD THIS CASE STUDY TO SEE HOW ONE ADVISOR: Seamlessly utilizes Asset-Map alongside eMoney to compliment one another in planning conversations. Unity is donating 100% of our net revenue to support the people of Ukraine. In addition to updating our font to be more approachable and engaging, we've swapped out the dash for a plus sign. You'll be able to put your clients' singular view Asset-Map Report into a sandbox where financial instrument additions, deletions, and other changes can be made - creating a bridge between current financial realities and future possibilities. Asset-Map was also the leader in both current and future adoption categories among advisors in the "Mind Mapping" category of our recent 2021 Kitces Research Tech Survey. Select "Add Household" on the Asset-Map dashboard page or by clicking the House icon in the upper left area. Asset-Map is a Software-as-a-Process experience for financial professionals who provide in-person and remote advice in the wealth management, investment, and insurance markets. The Asset-Map + PreciseFP integration creates a seamless technology experience with real-time sharing of client data and visual reports to enhance advisor efficiency while helping you build more meaningful conversations. The Learn Asset-Map Series. Share view or print-only access to the Asset-Map Report, Signals, household members and entities, financials, balance sheets and policy summaries. A trust can be assigned as a guardian/controller of an asset from the Guardian/Controller picklist of a financial. To better understand Asset-Map customers, and the industry trends impacting their day-to-day work, we recently surveyed 175 advisors, collecting responses about the state of the wealth management industry and the role technology is playing as the industry continues to evolve, among other trends. Asset-Map. • Explain that Asset-Map is a visual representation of their financial situation, which streamlines the financial planning process and helps. But with Asset-Map, you can visually show clients which assets need to be examined, how they relate to each other, and talk about considerations for each account type in a much simpler way. hentai footjob Results: Click "Add Desired Cash-flow" button and fill in the form. Asset-Map is at the forefront of this evolution, actively incorporating these technologies into our platform to empower financial advisors with state-of-the-art tools. Maps are a convenient method of illustrating a wide variety of data. Get access to our next-level concierge service that provides you with personalized support to master the Asset-Map platform and boost ROI. As with all funding sources, the advisor elects to apply the future contributions to fund the desires by checking the check box to the left of the source. "Let's examine the investment, insurance, legal and tax implications of how you've structured your life. For more information on how to use the desktop Asset Map: Download the user guide (PDF 2. Learn how to leverage organized lists of "specialty" Stencils allowing you to preview, select from, or edit a pre-populated list of widely requested Stencils, or create and save your own custom Stencils to your personal libra Asset-Map. Go back to the main menu, select " Start Planning " and go into a new or existing client's plan. FAQs and Troubleshooting. Combine your financial expertise with design thinking to display your client's complete financial picture with clarity. Compare different scenarios, show all of your client's financial assets, and track progress to their financial goals through a one-page map. Asset-Map. Compare different scenarios, show all of your client's financial assets, and track progress to their financial goals through a one-page map. Asset-Map. lesbiana porn videos Asset-Map's founder and CEO H. This will help you track marketing activiti The Office of Research and Strategic Analysis (ORSA), working with HCR's Office of Housing Preservation (OHP) Asset Management divisions, various HCR programs and offices, and other stakeholders, are undertaking a project to validate and geocode the agency's administrative data across some of its key multifamily portfolios. Asset-Map's features, designed with the advisor and client in mind. Resources from Our Partners page. By staying ahead of these trends, Asset-Map equips our users to meet the growing demands of the financial services industry, providing them with a competitive edge in enterprise. Portfolio Analytics from 10,000 ft. Asset-Map is a comprehensive financial planning support process and tool. Check box - apply or remove the funding from the calculations. Go back to the main menu, select " Start Planning " and go into a new or existing client's plan. It involves recognizing the assets that exist within a system in order to leverage them for future growth and development. Please be advised that the locations depicted on this map are approximate representations and may not reflect the actual locations. Use your mouse to zoom in to your area of interest. Right click (Command click) on the Asset-Map web page and select Apply Stencil. Since its initial development, Asset-Map has been transforming the way financial professionals interact with prospects/clients by allowing them to take a simplified but intelligent approach to providing relevant guidance to their clientele. Let's do something fun and show you 8 packs, selected completely by random! Who knows what we'll find! CartographyAssets is the go-to place for sharing, downloading or selling any and all content related to cartography, map-making and software specific assets. It's time again for the WealthManagement. ) and several helpful standards including Conversation Basics.
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Typically included as part of the financial planning engagement process, Asset-Map centers around the digital visualization of household facts to build. Asset Map. This year saw over 900 entries, a 40% increase from the previous year, and we're proud to announce that Asset-Map has been selected as a finalist in three Technology Providers categories, including Specialized Planning Applications, Financial Planning, Diversity. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that empowers humans to easily comprehend, discuss, and make smart. Refresh your screen and look for the "GET YOUR CERTIFICATE" button on the upper left-hand side at the top of the course player to download a PDF version of your certificate. Here are the nine skills you need to sharpen to become successful as a financial services provider Attention to Detail. You'll have to support FA Battlemaps Patreon to get access to FA Battlemaps exclusive content. Asset-Map is a Software-as-a-Process experience for financial professionals who provide in-person and remote advice in the wealth management, investment, and insurance markets. tional, economic, physical, and cultural assets process involves community members. Boost client retention and increase revenue in today's competitive landscape by using the industry's leading client data visualization and engagement tool. presented by Adam Holt at Asset-Map Boot Camp, November 2018. Essentials has the core functionality of Asset-Map without financial planning goals—based analyses called Target-Maps. Combine your financial expertise with design thinking to display your client's complete financial picture with clarity. Visit Client Portal FAQ. Combine your financial expertise with design thinking to display your client's complete financial picture with clarity. Allow your clients to view their Asset-Map securely online. Financial advisors looking to innovate their business models and drive growth are encouraged to explore Asset-Map's suite of features. Since its initial development, Asset-Map has been transforming the way financial professionals interact with prospects/clients by allowing them to take a simplified but intelligent approach to providing relevant guidance to their clientele. Combine your financial expertise with design thinking to display your client's complete financial picture with clarity. Founded by Certified Financial Planning Practitioner H. Asset-Map Holdings, Inc. eviapadlonis nudes Return rankings change dramatically from year to year - while diversification cannot eliminate the risks of investing, it illustrates why investing across a variety of asset. Combine your financial expertise with design thinking to display your client's complete financial picture with clarity. It's been an exciting year for the Asset-Map team. com Response time <1 Bus Live Chat Available in-application Response time <10 minutes. If an asset is incorrect or you would like to request that an asset be added to the map, please fill out this form. Combine your financial expertise with design thinking to display your client's complete financial picture with clarity. FAQs and Troubleshooting. An Asset-Map report visually organizes all of a household's finances in. Nash is the newest member of Asset-Map's board, joining fellow independent executives across wealth management and financial services. Asset-Map is at the forefront of this evolution, actively incorporating these technologies into our platform to empower financial advisors with state-of-the-art tools. Add an Asset-Map certification to your social media profiles to prove to your network and clients that you know your stuff. For any questions, contact support@asset-map For more information, visit asset-map Combine your financial expertise with design thinking to display your client's complete financial picture with clarity. CPA. Combine your financial expertise with design thinking to display your client's complete financial picture with clarity. Asset-Map is a comprehensive financial planning support process and tool. throt porn This toolkit will help you create an interactive map, once you have collected data. We're a team of strategists, former financial advisors, fintech geeks, and storytellers who ask tough questions to solve complex problems. Complete Mapmaking Pack (Updated July 10th 2024) Download ZIP - Mirror 1 Download ZIP - Mirror 2. At a high level, the key to assessing any Target-Map is evaluating and editing the following parameters for truth or accuracy: ️ The description of the line item. FAQs and Troubleshooting. "By enhancing our facilities management with GIS, we have seen the value of using spatial data. Combine your financial expertise with design thinking to display your client's complete financial picture with clarity. Go back to the main menu, select " Start Planning " and go into a new or existing client's plan. Financial advisors looking to innovate their business models and drive growth are encouraged to explore Asset-Map's suite of features. Community Asset Mapping Guide. For instance, when working with a new client interested in retirement planning, an advisor can use the Asset-Map platform to visually demonstrate how different. support@asset-map. Combine your financial expertise with design thinking to display your client's complete financial picture with clarity. Everyone has something to contribute and we nee. Add RSS (guide) to an aggregator such as Inoreader or Feedly and see daily changes to this site's content. An asset management system is a powerful tool tha. And if you've used Asset-Map before, you may recognize that the illustration in the middle of the logo actually is an Asset-Map Within an Asset-Map, we use containers to showcase different types of assets, and each one gets a designated color for easy readability. The Asset-Map + Morningstar Advisor Workstation integration creates a seamless technology experience with real-time sharing of client data and visual reports to enhance advisor efficiency, while helping you build more meaningful conversations. What is Asset-Map? Asset-Map is a SaaS solution that provides financial advisors with a dynamic and highly effective client engagement process along with tools for client profiling. You can also click the Action Menu icon from the left-side menu. NAIFA and Asset-Map are excited to announce the launch of the "Caring Conversation" Stencil, a new tool developed by Carroll Golden, Executive Director of NAIFA's Centers of Excellence. The Newburgh Community Asset Map was created to assist community members in identifying the various resources available throughout our local municipalities. Learn how to use Asset-Map Platform, a tool for visualizing and analyzing client financial data. Roth Features Check Box. Typically included as part of the financial planning engagement process, Asset-Map centers around the digital visualization of household facts to build highly customized. chines model nude Build a map that includes data on historic policies, present day conditions and opportunities, and health outcomes in Baltimore, Maryland, to reveal areas of strengths and need. I followed the steps below to add the assets to the map. Asset-Map has raiseda total of6M. Asset mapping is an approach to planning and community development centered on identifying and building on a community's existing resources. Learn how brain mapping works and why it's such a scientific breakthrough. Shining Fields - Bright Forest 16x16 Asset Pack. Asset-Map enhances this process by providing a visual snapshot of the client's current financial status, highlighting areas that need attention and opportunities for optimization. Whether your prospect and you are determining fit, gathering the information you need to develop a plan, determining what portfolios should look. Registration is Now Open for Our Fall Boot Camp! Registration for the November 7th-9th Boot Camp is now open! Join experts including Founder & CEO H. How to contact Asset-Map Holdings, Inc. This installment of Advisor Speed Demos from FinancialAdvisor. com Response time <1 Bus Live Chat Available in-application Response time <10 minutes. Learn how to implement a content map to achieve the results you're looking for. With real-time sharing of client data and visual reports, these improvements enhance advisor efficiency while helping you build more meaningful conversations. Combine your financial expertise with design thinking to display your client's complete financial picture with clarity. As an approach to data collection and documenting the current. ArcGIS Web Application Asset-Map is used by thousands of professionals worldwide, having mapped over 1. 00 Current price is: $70 ASSET LIBRARY. Target-Map™ Comparison. Registration is Now Open for Our Fall Boot Camp! Registration for the November 7th-9th Boot Camp is now open! Join experts including Founder & CEO H. This tool facilitates a deeper understanding of clients' risk tolerances, integrating their financial data and emotional responses to craft strategies that align with their goals and comfort levels. Asset-Map, a comprehensive financial tool, emerges as an essential ally in this approach, offering a visual and interactive platform for financial planning. Signals+ builds upon the existing power of Asset-Map's Signals™ functionality.
Asset maps can take many forms and cover many topics, but the ultimate goal— underscoring local strengths—remains the same. Apply Asset-Map to help practitioners address gaps in clients' financial wellness and discover new opportunities for their financial planning services. Updated regularly! These gems are designed to make your experience better. Switch to full edit mode: click the elipsis or directly on the funding graphic. The Asset-Map + Morningstar Advisor Workstation integration creates a seamless technology experience with real-time sharing of client data and visual reports to enhance advisor efficiency, while helping you build more meaningful conversations. The financial services world moves fast. pornhub step sis Adding additional liabilities after a Target-Map has been created will not change the current Loss of Life Target-Map Debt line item. Congratulations on making the decision to learn Asset-Map at YOUR pace. Asset-Map is a Software-as-a-Process experience for financial professionals who provide in-person and remote advice in the wealth management, investment, and insurance markets. Combine your financial expertise with design thinking to display your client's complete financial picture with clarity. In this webinar recording, LiaJean McHenry, a Sr. Travel Kit: notebook, pen or pencil, Creately or another asset map template On the Path: Step 1 Find out what organization you want to create an asset map for. romi chase nudes Pro contains all the features designed for the typical Financial Professional. By Michael20 articles. Compare different scenarios, show all of your client's financial assets, and track progress to their financial goals through a one-page map. Asset-Map. An asset map identifies both assets and constraints in order to identify actions required to remove those cAn asset map can stimulate more imaginative approaches to exist Lack of development may, in fact, constitute an asset in the context of rec-reation and tourism - by some measures the world's larges. Asset-Map's features and data help you tailor your communications to reflect individual client needs and interests, making each newsletter feel customized Given the sensitive nature of client information in financial services, Asset-Map is committed to providing a safe and secure platform. Explore and locate community assets in New Jersey with this interactive map. yeahimcaroline onlyfans Combine your financial expertise with design thinking to display your client's complete financial picture with clarity. Deep community engagement is a key part of asset mapping, used to uncover existing strengths, skills, and connections that can be leveraged. Adam Holt, you'll hear about how our integrations with Riskalyze, Orion, Redtail, and more help Asset-Map easily fit in with the rest of your stack. 25 million people and $1.
Your best resource for free editable asset map diagram templates! Find more inspiration about asset map, and join other users by sharing your own. Asset-Map is your financial inventory on one page. When Asset-Map was tasked with conducting a case study on our five-year engagement with a global broker-dealer, the results revealed a monumental impact. Asset-Map is an advisor-facing fintech company that visualizes a household's complete financial inventory on one page. Welcome back to Asset-Map Product Updates — a monthly series highlighting the latest innovations we're releasing on our platform, helping you take advantage of all our great features. One area that often gets overlooked is asset managemen. Use your mouse to zoom in to your area of interest. Once presented with the list, click " Import " on the desired option. Power in Placeholders With Asset-Map Stencils. Asset-mapping is a method to discover local resources and create an inventory of available services. Those operations are: Search for Financials by Reference Name and Source/Insurance provider/Location fields. This guide assists health centers in identifying and collaborating with community partners in efforts to provide resources to address elements of social determinants of health (SDOH). Created by successful financial professionals, Asset-Map facilitates comprehensive fact-finding to meet ‘Know Your Client’ (KYC) regulatory initiatives and uncover details important to the client for making informed financial decisions. Use the DCAT feeds to federate this site's content with external catalogs like dataeuropaUse the OGC Records API to discover geospatial resources through standardized collections and resources. Energy Transfer. whitney wren porn We design our platform and support offerings to benefit you, your firm, and ultimately your clients. Contributions On a Target-Map. It is part three in our growing collection, and leans towards larger buildings as well as many odds and ends that have been requested over time Feel free to skip straight to the downloads! Use the Mouse. Asset-Map organizes finances into a clear graphical layout so advisors can provide professional insight in real-time. You can preview the stencil using the image. Unlike traditional financial planning software, Asset-Map provides an interactive holistic view of a household’s financial picture that empowers humans to easily comprehend, discuss, and make smart financial decisions now and in the future. To help Financial Professionals prioritize where they focus their technology efforts, Asset-Map conducted a survey of hundreds of clients and professionals to identify the vital milestones along the client experience journey from start to finish. Designate Target-Map maps to clarify which are scenarios and which is the preferred goal. The first step in AMSA is to develop content and functional areas to evaluate, which serve as the primary variables analyzed in this method. Interested in Asset-Map? If you are already working with a financial professional who is not currently subscribed to Asset-Map, we'll send a heads up that you are interested and provide them with informational materials. Adam Holt, joined Michael Kitces on his podcast Financial Advisor Success, where they talked in-depth about how he got started with his first 'Asset-Map', why Adam structures his Asset-Maps to concentrate on 5 components, and how Adam designed his Asset-Maps to be used as tear sheets. An asset map is an inventory of the strengths and gifts of the people who make up a community. Google Maps’ Street View feature was crea. Last modified: January 15, 2021. A good rule of thumb is if the image looks good as your desktop background it will look good in Asset-Map. Step 6: Generate the second PDF with your. Building an Asset-Based Area starts with the development and maintenance of a living map of its assets. Created by successful financial professionals, Asset-Map facilitates comprehensive fact-finding to meet 'Know Your Client' (KYC) regulatory initiatives and uncover details. Our Office. See how other financial advisors are using Asset-Map's features, like Discovery Interview, the Asset-Map Report, Target-Maps, Signals, and Stencils, to improve their client satisfaction. The asset map was completed through a combination of questionnaires, group facilitation, interviews, and a document review. Empowering your clients’ financial journey by providing them access instantly. amber may porn An asset is anything that builds up a. Fields with a red asterisk are required. Asset-Map is a Software-as-a-Process experience for financial professionals who provide in-person and remote advice in the wealth management, investment, and insurance markets. Browse to the Assets > New Location section of the web console. Holt: Asset-Map is a software-as-a-process experience for financial professionals who provide in-person and remote advice in the wealth management, investment and insurance markets. Combine your financial expertise with design thinking to display your client's complete financial picture with clarity. Effectively engages prospects with Asset-Map's solution to gain new clients. An Asset-Map Report visually organizes all of your clients' finances in a clear graphical layout, allowing financial professionals like you to apply their professional insight in real-time Quickly answer how close your clients are to funding their financial goals and how to resolve any capital shortfalls with Target-Maps. Since its initial development, Asset-Map has been transforming the way financial professionals interact with prospects/clients by allowing them to take a simplified but intelligent approach to providing relevant guidance to their clientele. Asset-Map users can now apply Property & Casualty financial tiles to an Asset-Map to engage clients in important insurance-related conversations and to help you better assess a client's overall financial fitness. Show them and discuss their Asset-Map, which you've taken the liberty of creating (using a stencil) Everyone gets a color printed copy with a pen (when it's an office visit) Send Discovery Interview to complete prior to your meeting. Capabilities. The Search and Select Tool (keyboard shortcut CTRL+SHIFT+S) provides the user the capability to perform select operations on multiple financials simultaneously on the Asset-Map page and Financials page. Make an impact on your website with custom branded videos.