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. After each meeting, Quin logs notes to the right household, updates member details, and tracks financial instruments based on what was discussed.
What you can do:
- Automatically log meeting notes to Asset-Map household records
- Search and retrieve full household details
- Create, update, and manage household members
- Track and update financial instruments within households
