Asset-Map

A household's Asset-Map is often the document pulled up in the room during a review, and it's only useful if the numbers on it match what's true. Quin's Notetaker listens for the account changes, life events, and coverage gaps that come up in a call, then updates the household's instruments in Asset-Map the same day, so the map in front of you next time reflects reality instead of a snapshot from months back.

What you can do with Asset-Map and Quin

• Get income, asset, liability, and insurance instruments updated the moment they come up in conversation.
  A refinanced mortgage or a new rollover account lands on the household's map without a separate data entry step.
• Search and pull up full household details mid-conversation.
  Members, instruments, and recent activity are ready without opening Asset-Map to look them up.
• Add, update, or remove household members as circumstances change.
  A new spouse or a growing family gets reflected, with Quin confirming before anything is deleted.
• Catch a life event before it falls out of the record.
  A new job, an inheritance, or a home purchase mentioned in passing still gets logged to the right instrument.
• Turn a coverage gap or goal identified in a review into a tracked follow-up.
  The commitment to revisit it shows up as a task, not just a note in memory.
• Get meeting notes captured for the household whenever Notetaker is active.
  The record stays current without a manual write-up after each call.

Who this helps most

• Advisors running annual or mid-year reviews off a household's Asset-Map, where a number that's a quarter behind can lead to a recommendation built on numbers that no longer hold.
• Practices tracking coverage gaps and goals across meetings, since a gap identified once and never revisited defeats the purpose of finding it.
• Teams with more than one advisor covering the same household, where a colleague picking up a case needs the map to reflect the last real conversation, not the last formal review.

How this shows up day to day

• A client mentions a new job and a raise almost in passing.
  The income figure updates before the next review, instead of staying wrong for months.
• A review surfaces a life insurance gap after a client's income changes.
  Quin logs the gap and creates a follow-up task tied to that meeting, instead of letting it drop.
• A client refinances a mortgage and moves savings around mid-call.
  Both the liability and the asset side update the same day, so the map matches what's true.

Frequently asked questions

What happens when I connect Asset-Map?
Quin can search household details, manage household members and financial instruments, and capture meeting notes whenever Notetaker is active.

Why won't Quin create a new household directly in Asset-Map?
This is expected. Asset-Map's API doesn't support creating households directly, so a new household still needs to be set up in Asset-Map first, and Quin can work with it from there.

Why can't Quin find a household I know exists?
Verify the household or member name matches what's in Asset-Map, or try searching by a specific member's name instead.

Is my Asset-Map data kept private and secure?
Yes. Quin is SOC 2 Type II certified and encrypts data in transit and at rest, the same standard applied across every integration, not just Asset-Map.

Does Quin replace Asset-Map?
No. Asset-Map stays the system of record for household data. Quin keeps it current from your conversations, but Asset-Map remains the source of truth.