Click the Add a Household button;

Designate the Type of Household (Client, Prospective, Sample or Stencil);

Enter general Household information and specific Member and Legal Entity information;

Then apply financials (use a Stencil and/or add financials individually)

Bonus Content! - Learn the colors, sections, and areas of an Asset-Map Report

Want jump ahead and check out all of the Lessons in one place? Click here!