Discover how Households simplifies the way wealth advisors create and manage client household relationships, replacing multi-step manual setup with a configuration-driven experience that keeps family data organized and accessible.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Professional, and Unlimited Editions |
Why Households Matter in Agentic Advisor
Wealth advisors work with families, not just individuals. Households brings this family-first view directly into Agentic Advisor, helping advisors maintain full context without switching between systems.
Wealth management is fundamentally relationship-driven. Because advisors serve families, spouses, dependents, co-owners, and beneficiaries all factor into financial planning decisions. Traditionally, setting up and managing these household relationships required navigating multiple setup areas, extensive prerequisite configuration, and manual data entry across disconnected screens. This manual process resulted in time-consuming onboarding, and scattered household information.
The Households feature keeps everything connected and consistent. Advisors can quickly create households with just the primary member and essential details, visualize complex family relationships through prebuilt graphs, and update household records directly from their meeting context. Instead of switching between setup screens and record pages, everything works from a single, simplified workflow integrated into the advisor's daily workspace.
Key Capabilities
- Onboard Client Families Faster: Create households quickly by capturing only the primary member and essential details. Reduce upfront data entry and easily add members, relationships, and accounts later as needed.
- Configuration-Driven Setup: Configure the household creation experience from a single setup page. The system dynamically renders your selected fields, record types, and relationships based on your org’s data model, which reduces prerequisite steps and speeds up client onboarding.
- Post-meeting household updates: Update household records directly from the Post-Meeting Follow-Up tab of a meeting playbook. The system automatically extracts suggested updates from your meeting notes, letting advisors review and confirm changes while the conversation is fresh.
- Visualize Household Relationships: A prebuilt Actionable Relationship Center (ARC) graph on the household record page displays members, roles, and relationships. Advisors can toggle between compact and detailed views to easily understand complex family structures at a glance.
- Simplify Setup Across Data Models: Whether your org uses the Standard or Managed Package data model, Households provides the same simplified setup experience, automatically tailored to your underlying data model.
Learn how to set up and use Households for Agentic Advisor.