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Households

Create households in minutes with minimal information. Simplify the household creation experience with a configuration-driven setup. Instantly update household details post the client meeting from a Meeting Playbook. Customize the predefined Actionable relationship Center (ARC) graph or template that helps users visualize complex household relationships without information overload.

  • Create Client Households with Minimal Information
    Your wealth advisors can create households faster by using only the primary member and account details, then add members, related accounts, and related contacts as relationships deepen — helping them start financial planning right away.
  • Simplify Household Creation Experience with a Configuration-Driven Setup
    Reduce household onboarding time for your users by configuring exactly which sections and fields they see when creating households. You can configure all the essential elements, including the primary member, relationship definitions, household account settings, and record types. Minimize maintenance costs and support data governance by configuring the system to dynamically render household creation screens based on the data model, either Managed Package or Standard.
  • Use Post-Meeting Notes to Update Household Records
    Your users can review and confirm household record update suggestions directly from the Post-Meeting Follow-Up tab of the Meeting Playbook, immediately after a client meeting. The Update Household action analyzes meeting notes to surface household record update suggestions, capturing key client context — so records stay accurate with less manual data entry.
  • Visualize Households with Enhanced Actionable Relationship Center (ARC) Graphs
    Reduce setup time with a prebuilt ARC graph on the default household record page, so your users can instantly visualize complex household connections. Your users can switch between Compact View and Detailed View to avoid information overload. You can further customize the graph with icon and image settings for a tailored visual experience.