An example of an advisor discussing the move of a CD to a Joint Brokerage account.

Drafts (for Professional and Elite. Subscription plans are dependent organizational requirements) provide the opportunity to present financial instrument changes as part of the client-planner conversation. Placing the Asset-Map in Drafts mode puts the map into a Drafts sandbox where financial instrument additions, deletions and changes can be made without affecting the current Asset-Map until the individual changes are committed. Individual financial changes are not finalized to the Asset-Map until the planner commits the changes. Drafts do not affect Target-Maps unless changes are committed.

Some potential uses for Drafts include (but are not limited to):

Please note:

A "Draft" is a collection of financial changes that can be named and saved as a Draft. A planner can create a number of Drafts for a household's Asset-Map, any one of which can be displayed with a few clicks. The option to commit instrument changes allows the advisor to implement the agreed-upon changes to the client's map.

To get started, either right (alternate) click on the Asset-Map and select the Drafts option, or from the Asset-Map page, use the Actions menu on the left navigation icon bar to select Drafts.

A prompt to name the new Draft will be supplied, as well as a drop-down menu to select and view a previously named Draft is presented.

Rename a Draft by double-clicking the Draft's name in the Draft's toolbar. It's important to name it appropriately because the name of the Draft appears on the electronic copy.

Once named and created the Drafts sandbox has now been activated. Once selected, you will see a watermark overlay on the Asset-Map. Use the same menu to open previously saved Drafts.

Use the "X" icon on the Drafts toolbar at the bottom of the page to get out of Drafts mode anytime. Draft mode changes will be saved in the named Drafts sandbox and will be represented if the Draft is reopened. When turned off, the original Asset-Map will appear with any committed changes.

Pay close attention to verify related Target-Maps to ensure the proper funding is applied after a Drafted financial is committed.

All tiles associated with Drafts actions will retain a rose-colored fill.

Add financials - use the action icons at the bottom of the page on the Drafts toolbar to add desired financials.

Complete the Add Financial edit window, ensuring you add data to all three tabs as desired and save the financial. The color will be changed and the associated action will be represented on the tile.

Delete financials - click on the desired financial which is already on the client's Asset-Map to open its typical edit window, then click its trashcan icon to designate a removal from the map. The item will not be removed but the color will be changed and the associated action will be represented on the tile.

Edit financials - click on a desired financial that is already on the map to make changes to the financial within its edit window. Press update to save your draft changes. The financial will be saved in draft mode and will not be committed until the commit function is used. The color will be changed and the associated action will be represented on the tile.

Use the Hide Changes button on the tool bar to hide the rose-color Draft tiles and bring them back to enhance your conversation with your client. Prepare your Draft for the client meeting, hide your changes, show the client their current financial situation, then unhide your Draft to display the scenario.

Use the PDF icon in the upper right area in Drafts mode to generate an electronic copy of the Draft. Please consider any compliance matters when using it as client facing material. Please note that Drafts are not present on the Household's Reports Center page.

The Draft download will display the "Draft" watermark as well as rose-colored financial instruments atop of the client's Asset-Map tiles.

Please note: Drafts are not available on the Report Center to be downloaded as part of a client-facing comprehensive report.

While in Draft view, click the tile to be changed, select the Drafts tab. The list of actions to be committed to that financial is listed. Select to accept the action(s) or reject the action(s) to the specific instrument. The changed instrument will be committed to the map while in Draft mode and can be edited again. Remember to consider cataloging your changes using the Drafts Notes feature.

Pay close attention to verify related Target-Maps to ensure the proper funding is applied after a Drafted financial is committed.

Delete a named Draft by clicking the trash can icon associated with the Draft. This action will remove any notes and collection of uncommitted financial instrument changes you've made within that named Draft.

There is a maximum of 10 drafts available per household.

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10/2024