Course curriculum

    1. Welcome to AMU!

    2. Navigating this course environment

    3. Before you begin...

    1. Intro

    2. Logging In

    3. Platform Navigation

    4. User Preferences

    5. Team Settings

    6. Support & Resources

    7. Pop Quiz!

    1. Intro

    2. Adding Households: Overview

    3. Manual Entry

    4. Legal Instruments

    5. Hidden Gem: Calculator Feature

    6. Asset-Map's Discovery Interview Tool

    7. Outbound Discovery

    8. Inbound Discovery

    9. Discovery Walk Through: Live Demo

    10. Discovery Notification & Next Steps

    11. Hidden Gem: Make a Household Private

    12. Integrations: Overview

    13. Milestones Feature

    14. Pop Quiz!

    1. Intro

    2. Fast Forwarding Lessons in this Chapter

    3. Redtail, Wealthbox & Black Diamond

    4. Orion, Schwab, Nitrogen, Morningstar Wealth, Morningstar Data + Analytics

    5. Precise FP

    6. Envestnet MoneyGuide Pro

    7. File Storage Integrations: Box, Drop Box & Google Drive

    8. Hidden Gem: Product Feedback

    1. Intro

    2. Stencils: Full Overview on Applying in Full + Asset-Map Notes

    3. Fact-Finding From Scratch Using Stencils

    4. Stencils: Applying in Part

    5. Custom Stencils

    6. Hidden Gem: "Ask the Right Questions" Resource

    7. Pop Quiz!

    1. Intro

    2. Asset-Map Report Overview

    3. Asset-Maps Layouts Feature

    4. Hidden Gem: Quick Actions Menus

    5. Search & Select Tool

    6. Asset-Maps Hide & Show Feature

    7. Relationship Maps

    8. Key Financial Figures

    9. Pop Quiz!

About this course

  • $399.00
  • 83 lessons
  • 6 hours of video content

Elevate to the next level by mastering Asset-Map

Enroll today!

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