Sometimes it is helpful to show variations to a client's current financial situation. Instead of cloning an entire household we provide a few alternative ideas which may provide a better experience.
Drafts
Drafts allows the advisor to pose changes to the client's current financial situation right on their Asset-Map. Drafts do not make changes to a client's Target-Map plan. Show planning scenarios directly on a Target-Map using the Target-Map clone feature instead. Display proposed situational changes on the Asset-Map using Drafts.
Hide, Reveal, and Unhide
Advisors can use our Hide, Reveal and Unhide feature to produce and discuss different versions of the client's Asset-Map report without having to create an entirely new Household and Asset-Map.
Please note that changes to the map could also implement unexpected changes to Target-Maps™ that you've already created.
Use the Hide, Reveal and Unhide options on the financial instruments or the Search and Select tool before printing.
Step 1: Reference our guide on how the Hide, Reveal and Unhide feature works here.
Step 2: Build your Asset-Map with as much data as you know now and what you'll propose.
Step 3. Hide any financials you do not wish to show on the map.
Step 4: Generate the PDF electronic report when ready.
Step 5: Hide or unhide any financials you wish to show or hide as the proposed "future" version.
Step 6: Generate the second PDF with your changes to the Asset-Map.
Please note that changes to the map could also implement unexpected changes to Target-Maps™ that you've already created.
Resource: here is a method to make an entire copy of an Asset-Map as a new household. Click here.
Tags: clone, duplicate, double, before, after, household, asset-map, before/after
12/2025