Overview
A family tree is nothing new. But how about a "relationship map" that allows for improved visualizations of a client's relationship structures?
Relationships Map provides one-page clarity for the Financial Professional, and a desirable 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.
(skip down to Functionality)
Relationships Map is another way to KYC (Know Your Client) to provide better guidance. Use Relationship Maps in ways that leverage conversational planning with your client.
Here are some ideas:
Trust 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 Map View icon in the upper right area.
The interface includes a Member dock with current members of the household.
A toolbar for a number of actions 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.
Edit Members and Text Boxes
Click a Member or text box to view the following function icons:
Trashcan: Delete the Member from the Household altogether.
Note: The trash can removes the member from the household altogether. Made a mistake? You can restore a member. Learn more here.Remove from Relationship Map ("x") and place them back on the dock.
Pencil: Edit the member or text box.
Movements
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 members. This can provide a visual flow of relationship 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.
Tool Bar
The tool bar has the following functions and features, from left to right:
The Relationship Map name. Double-click the text field 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.
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 Change Map icon to switch between Relationships Maps on the fly!
Use the New icon to add another Relationships Map.
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.
3/2025