Fully understand and visualize the various relationships your clients have, helping you and your clients see how these connections fit into their personal or financial situation.

Learn more: Relationships Map

"Relationship Maps" is a new feature that lets advisors make insightful visualizations about their client's personal or professional relations. In order to create relationship maps that promote deeper conversations and encourage a focus on their business partners or on estate planning across generations, among other important topics, users can switch between a full list view and a map view.

Users can create new relationship maps or switch between pre-existing ones. The primary client and spouse are included in the default relationship map; additional members and entities can be added using the docking bar. Users can connect members using connectors to show relationships and have options to delete connections, remove members from the field, or remove a member from the household. A notification cautions you about deleting a member from the household.

Zooming in and out, adjusting the view for improved visibility, and locking maps to stop unintentional edits are further features. Additionally, users have the freedom to create new members or entities from scratch and can add custom text for clarity. Relationship maps are especially helpful for planning across generations and comprehending the dynamics of relationships.

Users can make up to ten relationship maps per household, and they can name and save them.

10/2024