Overview
Facilitate a focused discussion of funding goals with your client.
Enter Compare Mode
From Target-Map Summary page
Select up to three Target-Maps from the household Target-Map Summary page with the ability to modify basic Target-Map assumptions.
From an Individual Target-Map
Enter Compare mode from an individual Target-Map from within the specific Target-Map's information and edit interface by clicking the Compare icon.
Add, Replace or Remove a Target-Map from Compare Mode
Add, replace or remove other Target-Maps as desired from the Compare view.
Use the actions menu (3-dots) to remove, clone or edit the specific Target-Map.
Add other Target-Maps into the compare view (up to three) using the drop-menu, or create a new Target-Map.
Menu Options
Switch to full edit mode: click the elipsis (3-dots) actions menu or directly on the funding graphic.
View the Members that have an active desire that are listed on the What you want page.
Identify the desired baseline or target Target-Map by clicking the target icon.
Export Compare View
Though Compare view cannot be included as part of a comprehensive report, you can generate an electronic copy by clicking the PDF icon in the upper right are of compare view page. This may include "Internal Use Only" as per your firm's compliance requirements because it will not include required compliance disclosures.
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