We’re rolling out changes to make Target-Maps even more collaborative for the future.

Let's compare!

Check out the current Target-Map design (top) with the new format:

We've tucked away the current tools behind an ellipses. Click " ... " to find the features you're already using: Edit/Settings/Clone/Generate PDF/Delete

We're adding new functionality: Pin, Target, Compare, Filter!

Use the Pin icon to place the most important discussions at the top of the Target-Map Summary page list.

Use the target icon to identify a Target-Map that will be the baseline or primary Target-Map for the client. This is valuable for tracking progress over time. You can identify one "Target" per type per member, except for Custom Target-Maps which do not have a limit.

Note: this feature may not be immediately available for all users.

Use the Comparison checkbox to bring up to three Target-Maps together for your client discussion. For example, compare up to three retirement scenarios or focus on the top three priorities. 👉Learn more here.

Use the new Target-Map Summary page Filters function to quickly focus on groups of Target-Maps to display on the criteria you select.

Target-Maps will display funding source percentages by color on all Target-Maps. Light blue means funding percentage by cash flow, green means by asset funding, and dark blue designates insurance funding.

Want an overview? Need a refresher? Why not attend free training? Click here to reserve your spot.

5/2024