The Asset-Map page of the Household is intended to be a workspace and a presentation page. Here is an overview and below is a list of features that will help you create, edit and present an Asset-Map.
Members Bar
Household members and entities are clickable in the Members bar
The Members bar allows you to change the member(s) on the map with their financials
The Members bar allows you to combine financials of multiple members
The sums of the financials of the Members selected is calculated and displayed
Actions Menu
Apply financials to the current map
Add members or entities to the current map
Create a PDF of the current map
Apply a Stencil
Add an Advisor
Create a Target-Map for the household
Hide or Display options
Tile Groups and Calculations
Insurances, over a couple
Joint assets and liabilities, under a couple
Cash flows (light blue border, rounded corners), upper left and right on a couple
Non-retirement assets (green border)
Retirement assets (red border)
Annuity assets (dashed line if Deferred Annuity box is checked on edit window)
Liability (orange border)
Current cash flows sum value
Current assets sum value
Joint assets and liabilities sum value
Edit Data on Financial Tiles and Avatars
Data of members and financials can be edited by clicking a member's avatar or the financial tile. Use the three tabs at the top of each edit window to provide greater detail, some of which is searchable in your Household Index. Notes entered on the Notes tab can be viewed on the Household's Reports page and can optionally be included in a comprehensive report.
Top Page Border Tools Menu
This menu appears atop every page in the platform.
Turn on your Marker for drawing during presentations
Check your notifications
Search for a different household
Click the Asset-Map logo to return to the Dashboard
Create a new household
Edit your platform preferences, provide referrals or feedback, or log out
Head to your Household Index
9/2021