Overview
As an advisor, you know the visual Asset-Map is your premier canvas for client engagement. So, think of the Balance Sheet report page as providing a traditional report alongside a modern visual treasure map.
It organizes assets and liabilities in a classic ledger form, giving a structured, scannable summary of the household's total financial condition net of debt repayment.
Access the Balance Sheet Report
Click the Summaries option on the left-hand navigation menu on the Household to access the Balance Sheet report.
|
|
Usage
Click the member and entity names at the top of the page to focus on their balances, or select "All" to represent the value of the entire household.
The balance sheet table includes the following columns and rows within each category:
Name of the financial tile
Location of the financial tile
Financial data collected date
Value of the financial per member or entity
Total value
A net worth calculation based on the members and entities selected
Create an Electronic Version
Click the PDF icon on this page to produce an electronic copy, or go to the Reports page to generate an electronic copy as part of a comprehensive report. Note: Your firm may require "Internal use only" verbiage on the independent document produced without the disclosure page. Check with your compliance department.
6/2026