Within each tab of the Blueprint module, advisors and clients can add new data entry inputs that will impact the current plan. New data entry items added to the Blueprint module will automatically update within the corresponding profile tabs (Family, Income, Savings, Net Worth, Expenses, & Goals). To add a new item, click the blue add button on the right side of the Blueprint page.
You can also add aggregated accounts from the blueprint page! Simply select the "+ Link Account" option in the top right of the page.
