Clients love seeing their financial closet in order. Financial professionals enjoy the ease of conversation at client meetings. You have specific ideas about how best to manage the client's resources and you would like to provide those recommendations to your client.
There are a number of tools for this purpose. Here's a rundown:
Use the Primary Member's Notes Page
(Detailed information here: Notes)
Enter your recommendations on the primary member's Notes tab.
Click on the Member's name or avatar to open the client's information pages.
Click on the Notes tab.
Enter and format your notes. Use the formatting tools provided. We recommend you do not copy/paste notes from another application.
Press Update.
Press the Notes report page to view all notes.
Include the Notes as part of the comprehensive client-facing report, or produce the Notes report as an independent document.
Use the Relationship Map
(Detailed information here: Relationship Maps)
Add text boxes on the client's relationship map
Open the Relationships page of the household.
Open the Visual view.
Click the "add text" option on the toolbar.
Edit the text box.
Arrange the members and other text boxes.
Use the Priorities Page
(Detailed information here: Priorities)
Add recommendations as Priorities
Click the "Identify" view button.
Click the "+" icon in the "Other" panel.
Click to edit the Other priority (in the unassigned group).
Add Notes as desired.
Click Update.
Assign the new priority the appropriate urgency.
The notes you added are on the Notes report page. Generate the electronic copy as an individual page or part of a comprehensive report from the Reports page.
Use Drafts
(Detailed information here: Drafts)
Show them your recommendations using Drafts.
Open Drafts mode by clicking "Drafts" on the Actions menu (or right-click/alt-click on the map and select Drafts from the actions menu).
Using this alternate asset-map tool, create/modify/delete the tiles on the client's map.
Create an electronic copy of the Draft.
(Use of Drafts may be restricted by your organization).
12/2025