The Asset-Map Sidebar is like a highly accessible multi-tool for your client meetings, designed to keep the conversation moving. You can use these applets to instantly update a client’s financial picture or run "what-if" scenarios right as they’re talking. Whether you’re adding a new house they just bought, ensuring you understand their priorities, checking if their insurance is sufficient, or adjusting their retirement goals, the Sidebar lets you make those changes live on the screen. This makes your client meeting feel like a collaborative brainstorm, showing your clients that you’re really listening and can adapt their plan the at the moments their life changes.

Please note: Some applets may not be available due to your organization's requirements.

From the right-click (command-click) menu, click Toggle Visibility, then click Sidebar.

Please note: when a Sidebar Applet is launched, the Search and Select tool becomes inactive.

When Sidebar applets are displayed, clicking on members, entities, and instruments (such as legal and financial instruments) on the map will open them in the Sidebar workspace. At this point, the member or instrument information pages are visible in the Sidebar. The client's Asset-Map is faded. To return the activity and color to the Asset-Map, simply click on the same member or instrument on the map again or close the Sidebar workspace using the close icon (X) in the upper right area.

Switch between applets by clicking their associated icons. Please note: Some applets may not be available due to your organization's requirements.

Certain applets offer helpful features to advance the client conversation.

Use the Target-Map Sidebar module features to navigate your client conversations about funding status and goals with ease, or create new Target-Maps on the fly.

👉 Icons and Buttons

👉 Target-Map Financial Focus and Access

Click the financial focus icon to highlight the financials that you've selected to fund the desired Target-Map. Click the focus icon again to turn off the focus mode.

Click the funding disk to explore or edit the Target-Map.

👉 Icons and Buttons

👉 Expand the Signal to see the financials focus, too view or edit Signal notes, and to Snooze the Signal.

Please be aware that Signals takes into account all the factors influencing the Signal's alert level on the entire household, not just the individuals present on the screen. Signals focus will only be able to highlight the financials that are visible. To gain a more comprehensive understanding of the factors influencing the Signal's alert level, consider including all household members in your selection.

Draft mode functionality in Sidebar

Client Portal Suggestions Draft in Sidebar

Client Portal Suggest Mode automatically places a Client Portal Draft in the Sidebar. Use this Draft to commit or reject client suggestions to their map. The Client Portal Suggest draft title will display a colored dot representing suggestions that need to be processed. A list of suggestion activites are available to review.

Open the Stencils interface by clicking its applet to apply or remove a Stencil.

In the Stencil Sidebar applet, click "Clear All Stencils" to remove all stencil tiles that have not been updated on the map.

Hover over the desired stencil and click the image icon to preview the tiles that will be applied. Close the preview window by clicking its "x" icon in the upper right area.

Q. The Sidebar Overlaps Tiles

A. Though the financials are still present, the Sidebar may overlap them if the browser's magnification (zoom) level is higher than 100%. Try zooming out to 100%. Also, try collapsing the left-side navigation menu.

Q. How do I edit financials in the middle of the screen (the "old" way") instead of in Sidebar ?

A. Simply tuck away the Sidebar applet bar by clicking the arrow at the bottom of the Sidebar. But don't forget that there are other exciting engagement options on the Sidebar. So, open it back up again when you're ready to supercharge your engagement with your clients without needing to leave the map.