DRAFTS is a feature designed to help you map out, illustrate, and optimize a client’s financial situation without immediately altering their existing Asset-Map. It serves as a visual "sandbox" where you can iterate on prospective changes, providing a hands-on approach to financial strategy.

By utilizing the Add, Edit, and Delete tools, you can introduce new instruments or adjust existing parameters to showcase potential outcomes.

DRAFTS is a bridge between current financial realities and future possibilities. It empowers you to provide effective guidance and transform the way you interact with your clients.

An important moment in a client meeting is the shift from discussing what is to imagining what could be. Using the Drafts feature allows you to lead this transition without over-committing or cluttering the client’s permanent record.

Below are some suggestions on how to effectively use Drafts in your client meeting. The information provided here is for educational and informational purposes only and should not be considered financial advice. We do not endorse or recommend any specific financial products, services, or solutions.

Here is an idea for when you are ready to move from the current Asset-Map to a Draft you’ve prepared: use a "permission-based" transition. This keeps the client engaged and positions you as their strategic guide.

Depending on the goal of your meeting, here are three ideas to use as conversational frameworks to guide the dialogue:

Once a client expresses confidence in a proposed change, you move from "Draft" to "Action."

Pro Tip 1: Remember that Drafts are a visualization tool. While they don't impact Target-Maps, they are the primary way to help a client visualize the path toward those goals before they commit to a strategy.

Pro Tip 2: Use the nametag bar at the top of the Asset-Map in Drafts to switch between members. This allows you to have targeted conversations about options for selected people and entities.

A planner can create up to 10 Drafts for a household, 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.

You can access Draft mode in two ways:

1. With Sidebar Applets Open: Click the Sidebar applet (Drafts, Sidebar Mode) to work within the Sidebar.

2. Sidebar Applets Hidden: Right-click (or alt-click) on the map and select the Drafts menu option (Drafts, no Sidebar) if the Sidebar is hidden.

You'll find the Drafts Sidebar applet in the Sidebar. Click the Drafts applet to enter into Drafts Sidebar mode.

Create a Draft: Click the New Draft create icon.

Enter information into the form. Provide a Draft Name (required) and additional notes. Click Update to save the Draft.

Make Asset-Map changes in Drafts Sidebar mode: The Asset-Map is framed in yellow to indicate Drafts mode (using Sidebar).

Other Sidebar applets remain active in Drafts. To make updates to Instruments or Members, simply click on the applicable item to make edits. Click Update. Once updated, the item will take on a rose-colored hue.

Use the "Add" applet to make net-new updates. Return to the Draft details at any time by either clicking back on the Drafts Applet icon or clicking the Draft title on the top of the screen.

Hide changes/show changes in Drafts Sidebar mode: Click the Hide Changes or Show changes icon in the toolbar to remain in Draft mode but to hide changes from the client until you're ready to discuss them.

Exit Drafts mode: Click the "X" icon on the yellow toolbar to get to the client's unedited Asset-Map.

Expanded Draft view: When in Drafts Sidebar mode, close the Sidebar by clicking the "X" icon in the upper right area of the Sidebar. This will expand the Draft across the web page for a fuller picture.

Collapsed Draft view: Show Draft Sidebar once again for adding notes or creating new drafts by clicking "Update coverage" in the yellow frame.

Sidebar Drafts Lists, Selecting a Draft: Click the Sidebar applet to create a new draft or open a draft. A draft with uncommitted changes will appear with a dot. Click on the desired draft to begin work.

Client Portal Suggest Draft:

If Suggest Mode has been shared, the Client Portal Suggest Draft will always display at the top of the list. A pink dot indicates if there are pending Suggestions that need to be processed by the advisor.

See list of Draft changes: You can see the full list of changes by viewing the Draft details in the Sidebar.

Turn on Drafts when Sidebar applets are hidden: 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.

Select or Create a Draft: A prompt to name the new Draft will be supplied, as well as a drop-down menu to select and view a previously created Draft.

Rename a Draft: Double-click the Draft's name field 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. Uncommited changes only appear in Drafts mode.

All elements associated with Drafts actions will retain a rose-colored fill and an icon indicating the type of edit made.

Add elements: use the action icons at the bottom of the page on the Drafts toolbar to add desired elements. Complete the edit window form. Add data to all three tabs as desired and save the financial by click Update.

Color-Coding for Clarity:

Delete elements: click on the desired element 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 elements: click on a desired element that is already on the map to make changes to it within its edit window. Press update to save your draft changes. The element 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.

Editing Integration-Linked Elements: Integration-linked elements can be edited in Drafts mode. Unlike a client’s map where dollar values are immutable, Drafts mode allows changes to linked elements. The linking icon indicates these elements are associated with an integration. Changes to a linked element will persist until the map synchronizes with the integration, at which point the integration will overwrite the value with the actual dollar amount. Remember to change the dollar amount within the integration instead.

Utilizing Drafts Notes: We recommend using the Drafts Notes feature to document and keep track of your drafted changes. Each saved Draft scenario can have its own set of notes for detailed record-keeping. Click the Notes icon to expand the Draft Notes text box. Use the formatting tools to your advantage. URL linking is also available.

Use the Hide Changes button on the tool bar to hide the drafted elements 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 elements.

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

​Commit a Draft element:

The changed element will be committed to the map while in Draft mode and can be edited again. The commited element takes on the familiar white color as normal tiles have. The committed tile can still be edited in Drafts mode to make additional adjustments.

Reject a Draft Element

Take the same steps as accepting a Draft element and instead select the Reject button. This action sets the color of the element back to normal white (or yellow).

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.

2/2026