Overview
A family tree is nothing new. But how about a "relationship map" that allows for improved visualizations of a client's relationship structures?
Relationship Maps provide one-page clarity for the financial professional and a desirable visual mapping of relationships for the client. Visualize the people and entities that surround the client's personal or financial life and leverage the benefits of a Beneficiaries and Relationships conversation in your client meeting.
Relationship Maps is another way to KYC (Know Your Client) to provide better guidance. Use Relationship Maps in ways that leverage conversational planning with your client.
✅Use in Conversational Planning
The "Who" of Relationship Maps
While the Asset-Map provides a high-level inventory of what a client owns and their financial descisions, the Relationship Map illustrates who those people and entities are and how they are structured. This transition allows you to validate the "who" behind the decisions—ensuring that every beneficiary, business partner, and legal entity is visually accounted for, whether that person or entity is on the Asset-Map or not.
When to Pivot the Conversation
Consider clicking the "Relationship" menu item when the client's Discovery or Review meeting reveals:
Household Density: More than 4 household members (e.g., children, dependents, or multi-generational households).
Entity Complexity: The presence of a Family Trust, Charitable Org, or Private Foundation.
Business Structures: When a client owns a business with partners, holding companies, or complex K-1 flows.
Beneficiary Review: When you need to visually confirm who stands to inherit specific assets or entities.
How to Transition the Conversation
To move smoothly from the financial inventory to the Relationship Map, consider using a simple "Who" Lead-in.
Example transition: "Now that we’ve inventoried what you have, I want to step back and look at who is involved in your world. By clicking over to your Relationship Map, we can visualize how your [Business/Trust/Family] interacts with these financial decisions to ensure our planning matches your intent for the people you care about."
✅Examples of Relationship Maps
Trust conversation.
Planning Conversation.
Business relationship conversation.
Family tree conversation.
Goals.
✅Functionality
Please be aware that at this time, a relationship map cannot be converted to a PDF. An upcoming version will have this feature! We'll keep you posted.
Get Started
From the Relationships page, click the Visual icon in the upper right area. You may also view a list of all relationships as well. The list can be optionally printed with a comprehensive report.
The interface includes a Member dock with current members of the household.
A toolbar for a number of actions is summarized below.
A Zoom and Lock area.
Add Members to the Relationship Map
The default view includes the primary and spouse/partner already added to the relationship map. Add a current household member or entity to the field by clicking their name tag in the members dock at the bottom of the interface. Reposition them as desired using click-and-drag with your mouse.
Edit Members and Text Boxes
Hover over a member or text box and click the pencil icon to edit the element.
Navigation
The entire map can be moved around by clicking and dragging your mouse on the map.
Zoom in and out using the zoom icons in the bottom left area of the interface, or use your mouse wheel while holding the CTRL/Command key on your keyboard.
The Fit View icon will fit the map into the middle of the page.
Click and drag members to desired locations on the screen.
Click and drag Connections to desired locations.
Use the lock icon to lock members into place but still be able to drag the map with your mouse.
Connect Members Visually
Draw lines to connect elements. This can provide a visual flow of relationships for clarity.
Make connections by clicking a dot on a member box. Drag your mouse to another member box to connect a line.
Draw relationships between multiple members with the Connection Circle.
Delete Elements from the Field
Remove elements from the Relationship Map by clicking on an item (for example a line or a circle), and tapping the Delete key on your keyboard.
Change the Map Name
Double click into the name field and retype the map name. Click the Save icon to save the new map name.
Toolbar
The toolbar has the following functions and features, from left to right:
The relationship map name. Double-click the map name to edit the name. Once entered, click elsewhere to save your changes.
Use the Connection icon in the toolbar to add another Connection circle to the map.
Add a text box using the Text icon. Click the new box to edit the text.
Use the Member icon to add a new household member.
Use the Entity icon to add an entity to the household, such as a business or charity.
Use the Professional icon to add a new household member that will be catalogued on the Relationships page but who will not appear on the client's Asset-Map.
Use the Change Map icon to switch between relationship maps on the fly!
Use the New icon to add another relationship map.
Use the Clone icon to make a copy of the current map and edit as desired. Remember to rename the clone to differentiate it from the original.
Always save your Relationship Map using the Save icon.
Delete a relationship map using the delete trashcan icon.
✅Quick Tips
10 relationship maps limit within a household.
Select multiple items by holding the Shift key and dragging your mouse over the desired items.
Double-click the playing field to zoom in. Hold the Shift key and double-click the playing field to zoom out.
2/2026