What Is the Household Feature?
The Household feature allows Advisors to group individual clients into a shared Family structure — while still preserving each person’s individual Financial Identity.
You can continue viewing and working with clients one-on-one. In addition, you now have greater visibility at the household level — allowing you to:
See clients within their relational context
Understand similarities and differences across members
Prepare for conversations that involve more than one person
Navigate household dynamics with more clarity
This reflects how many advisors naturally serve clients — not just as individuals, but as couples, partners, or families whose financial decisions are interconnected.
Why This Matters for Advisors
Financial decisions are often influenced by more than one voice.
Within a household, you may see:
Shared goals but different confidence levels
One partner more optimistic than the other
Silent questions from one member
Life Events affecting members differently
Different timelines or motivations beneath the surface
The Household structure helps you anticipate these dynamics before the meeting begins.
Instead of discovering differences live — in front of both parties — you can enter the conversation prepared.
This allows you to:
Facilitate more balanced discussions
Acknowledge differences with empathy
Reinforce areas of alignment
Navigate sensitive topics more thoughtfully
A few feature highlights
Create a Household
You can create a Family (household) and group members under a shared structure.
Each individual retains their own Financial Identity — but you now have a household-level context that connects them.
Manage Household Members
Within the household view, you can:
See all members in one place
Add new family members
Associate existing clients to an existing household
Maintain an accurate picture as family relationships evolve
This mirrors how families actually function — and how advisors often serve them.
View the Family ID (Side-by-Side Comparison)
The Family ID tab allows you to view household members’ Financial Identities side by side, including the outputs of their Financial IDs. Displayed in the same format you’re already familiar with — just presented in parallel.
This makes it easier to spot:
Alignment
Gaps
Differences in tone or priority
Opportunities to clarify expectations
Nothing changes in the underlying Financial Identity — this is a relational lens layered on top.
Coming Soon: Family Insights
An upcoming enhancement will introduce Family Insights, which will generate observations and patterns across household members.
This will make it even easier to identify:
Shared themes
Diverging priorities
Areas that may require facilitation
Suggested conversation starters for addressing similarities and/or differences
How these features supports real conversations
This feature is especially valuable when:
Meeting with couples
Preparing for joint annual reviews
Navigating differences in opinion or identifying sensitive areas
Discussing inheritance or succession
Aligning retirement expectations
When multiple people are involved, preparation matters.
Household context helps you enter those meetings informed — rather than reactive.