Click the Household link in the left navigation menu to view the Household Summary Page. This page provides a one-page visual overview of household information. It is designed for the advisor to review or familiarize themselves with the household at a glance.
Household Navigation Menu
Notice the navigation menu expands and retracts from the left by clicking the arrow icon, revealing the various pages making up this household.
Quick Reference to Pages and Panes
Click the page name or icon to go directly to the page of the household to view and edit data. Support articles are linked to the household's pages below.
Milestones (if available)
Signals (if available)
Data Loader (if available)
Questionnaires (if available)
Edit Household Details
Click "Edit" next to the household name to modify and view the following information on the Household Details Page:
Household Contact Information (name, address, phone, description)
Edit the household status (Client, Prospect, Sample, Stencil)
Delete the household from your household index (cannot be undone)
Investor Profile
Integration status
Go to the Household Details support article to learn more
Actions Icon (three dots)
Every pane has additional functions. Click the three-dot icon to see what they are.
Panes
Integrations: When Integrations are enabled, an Integrations pane also becomes available to connect and disconnect the household and members from the integration You may choose to resynchronize (refresh) the values with the integration from this view.
Target-Maps: When Target-Maps are present, they will be visible on the Summary Page and on the Target-Maps page.
Add a Target-Map
Edit Target-Map Preferences settings
Click on the title of the desired Target-Map to view or edit its details.
Click the Target-Maps pane title to go to the Target-Map Summary page.
Click the PDF icon to produce an electronic version of the desired Target-Map details.
Asset-Map: When an Asset-Map is created a preview is provided. Click the function dots to refresh the image. Click the Asset-Map title or the preview to go to the Asset-Map Report page.
Data Loader: If available, access the Data Loader to import and sync financial information from other data sources from a CSV format file.
Reports: Historically created reports can be re-downloaded.
2/2025