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. Asset-Map Sidebar

    6. Hidden Gem: Calculator Feature

    7. Asset-Map's Discovery Interview Tool

    8. Outbound Discovery

    9. Inbound Discovery

    10. Discovery Walk Through: Live Demo

    11. Discovery Notification & Next Steps

    12. Hidden Gem: Make a Household Private

    13. Integrations: Overview

    14. Milestones Feature

    15. Hidden Gem: Product Feedback

    16. Pop Quiz!

    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!

    1. Intro

    2. Client Portal Overview

    3. Client Portal Login/Set-Up - Walk Through

    4. Creating Custom Permission Sets

    5. Feature Enhancement: Client Portal Suggest

    6. Pop Quiz

About this course

  • $399.00
  • 79 lessons
  • 6.5 hours of video content

Elevate to the next level by mastering Asset-Map

Enroll today!

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