Click the House icon in the left navigation menu to access the Household Summary Page. This page offers a visual overview of household information on a single page. It is intended for advisors to quickly review or become acquainted with the household and to easily navigate to the desired report.
Household Navigation Menu
The navigation menu expands and retracts from the left by clicking the double-arrow icon, revealing the various pages and reports 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)
Client Portal (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 Menu (three dots)
Some panes offer additional functions. Click the three-dot icon to reveal the actions menu and see what those options 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 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.
7/2025