Asset-Map

Update Asset-Map with meeting notes, tasks, and contact activity.

Connect Asset-Map to Quin and your household records stay current without manual data entry. Quin can search household details, manage household members, and track financial instruments directly through conversation, while meeting notes are captured automatically whenever Notetaker is active.

• Search and pull up full household details in seconds
• Add, update, or remove household members without opening Asset-Map
• Keep income, asset, liability, and insurance instruments current after every conversation
• Capture meeting notes automatically so households stay up to date