Entities are often the "connective tissue" between generations. Putting a Family Trust or a business entity on the map allows you to bring adult children or aging parents into the conversation. It proves you know where the "treasure is buried," making you indispensable when the inevitable wealth transfer occurs.
Adding legal entities—whether they are revocable trusts, corporations, or family limited partnerships—elevates the conversation from simple product placement to true advisor intelligence.
Add an Entity with the Sidebar Applets Visible
Click the plus icon at the top of the Sidebar applet list.
Choose the type of Member to create (member, entity).
Fill in the fields with the asterisk, which are required.
Though not needed to log the member, enter other information on the Essentials page, Details page, and Notes page.
Add an Entity with the Sidebar Applets Hidden
Actions menu
Use the Actions menu when the Sidebar applets are hidden. Open the Actions menu by right-clicking on the map or clicking the colorize cross in the left-side navigation menu.
Click Member, Professional, or Entity.
Fill in the fields with the red asterisk, which are required to produce the member on the Asset-Map.
Though not needed to log the member, enter other information on the Essentials page, Details page, and Notes page.
Click Create.
Add an Entity with Alternative Methods
Relationships page
Navigate to the Relationships page in the left-side navigation menu and click the Entity icon in the tool bar and completing the form.
Household Summary page
From the Members pane, select the 3-dot actions menu.
Examples:
Enter Data
Use the three information pages to add, edit or review data about the legal entity. You may also delete the entity using the trash can icon
The Essentials tab is required; the other two tabs are optional (but valuable to complete). Complete all fields with a red astrisk.
Notes can be viewed as a report on the household's Notes page. Notes can also be downloaded as a document or part of a comprehensive report.
Notes Special Feature: Highlighting notes on the Notes tab provides you with formatting options and a web linking option.
The Member/Entity list is a report on the household's Reports center page called "Relationship Inventory".
"Linked Members" Menu
The "Linked Members" menu is a setting that impacts the visuals of a client's map. It creates yellow tiles representing the full value of the financials that are assigned to the entity onto the map of the linked members. This has no impact on the linked members' balance sheet or calculations. It is a visual mechanism for conversational planning. However, the assets and cash flows on the entity may be utilized for funding goals within Target-Maps. This field is optional.
Utilizing Linked Members
Scenario 1: Mirror financials from an entity onto one member
If it is advantageous to display all financials (assets, cash flows, insurances and liabilities) assigned to the entity onto a household member, take the following steps:
Open the edit window of the entity.
Select the member whom to link to.
Ensure Assign Entity Ownership is not checked.
Click Update.
This will result in the following:
Once financials have been added to the entity, in addition to the normal financial tile on the entity, a yellow tile will appear on the members' map. The full value of the asset will be displayed.
The value of the asset will not be added to the total value of assets on the member's map.
The asset will not appear nor be added to the member's balance sheet report. In other words, the asset is not double-counted.
Scenario 2: Mirror financials from an entity onto multiple members (joint visual)
If it is advantageous to display all financials (assets, cash flows, insurances and liabilities) assigned to the entity onto multiple household members, take the following steps:
Open the edit window of the entity.
Select the members whom to link to.
Ensure Assign Entity Ownership is not checked.
Click Update.
This will result in the following:
Once financials have been added to the entity, in addition to the normal tiles on the entity, yellow tiles will appear on the members' map in the joint owner area below the avatars when both are on the map together. The full value of the asset will be displayed.
The value of the asset will not be added to the total value of assets on the member's map.
The asset will not appear nor be added to the member's balance sheet report. In other words, the asset is not double-counted.
Linking two members will not split the value.
Scenario 3: Entity Ownership option to create two sets of full-value yellow tiles (non-joint visual)
Create the same full-value tiles that display as not jointly owned. In other words, both members have full interest in the entity's financials and are not jointly visualized on their map.
Follow the same steps above for multiple member display.
Right click on the client's map with the avatars of the clients in view.
Select Toggle Visibility on the menu.
Check the "Entity Ownership" option.
The result: two sets of the same yellow tiles at full value will be visible on the members selected.
Conversely, when the "Entity Ownership" box on the actions menu is unchecked, the financials will appear as joinly owned.
"Assign Entity Ownership": Display Percentage of Ownership of an Entity's Financials
If it is advantageous to display the division of financials by percentage of one entity (such as a business) on another entity's (or owner's) map, such as a parent business, trust, or family member, click the "Assign Entity Ownership" checkbox and assign the percentages of ownership to the linked members.
Open the business entity's edit window. This would be the child entity that is owned by a parent entity.
Click the Linked Members drop menu.
Select the parent entity (or members). This would be the parent entity or other members.
Assign the percent of the values of the financials that will be displayed on the parent entity or members.
The Entity Ownership option: To ensure the map will show the entity ownership percentages, click the "Entity Ownership" option on the actions menu (right click or alt-click) on the client's map.
The result will be the following:
Once financials have been assigned to the child entity, blue roll-up dollar value tiles will be displayed on the linked entity or entities (or linked member or members). The dollar values displayed represent the assigned percentage of the financials' worth.
Click the blue tiles to expand the list of financials that are being summed.
Alternatively, unchecking the "Entity Ownership" option on the actions menu returns the view of the map to default, without the blue tiles and percentage divisions.
Click to learn more details about "Entity Ownership - Roll-up".
Edit Entity
On the Asset-Map
Sidebar applets visible.
Click the member, expand/collapse the information forms. Edit the information as desired and click "Update" as desired. Click the member to change the focus back to the map.
Sidebar applets hidden.
Click on the member. Review the forms on each tab and edit as desired. Save your change by clicking the Update button.
Relationships page.
Click the pencil associated with the desired line item. Review the information. Save changes by clicking the Update button.
Delete Entity
Click the trash can icon to delete the legal entity. Click the confirmation window remove the entity from the map. This is available on the Relationships page, as well.
Restore Entity
Recover mistaken entities or financial deletions from the Household Information page, Details tab. Recover deleted items for up to 30 days.
4/2026