The Net Worth tab of the Blueprint module allows you to easily enter, update, and review all of a client's assets and liabilities, all on one page. This module can be accessed within the Profile > Blueprint tab of each client plan.
Net Worth Overview
Here you can view the overall net worth, household members, and all assets and liabilities within a client plan. Assets & liabilities are color-coded by asset type, and are grouped together by owner:
- Bank accounts and investments are green
- Stock plans, properties & other assets are blue
- Credit cards, mortages & other loans are red
- Insurance policies are light blue
If your client has trust-owned assets, you'll see them at the bottom of the page. Any items that are added or edited within the Blueprint > Net Worth area will automatically update within the Profile > Net Worth tab.
Add New Items
To add new items within the Blueprint module, simply click the blue Add button in the upper right corner of the page. The Net Worth tab enables you to add new assets and liabilities to the plan. The data entry process here is identical to the Profile > Net Worth section, and inputs are shared between the two areas.
Modify Existing Items
In addition to adding new items, you can also edit existing items within the Blueprint. To adjust a given input, click on that item to open a data entry drawer on the right side of the screen. Any adjustments made here will automatically flow into the Net Worth area of the Profile:
Hide or Show Items
The Blueprint is a popular module for in-software presentations, and we give you the flexibility to show or hide specific items depending on your needs. To hide an item from the Blueprint, click the Edit button in the upper right corner of a given tab, and uncheck the box next to that item. Please note that this will not delete that item from the plan. It will only hide that item from the visuals within the Blueprint module:
