Visualize is the advisor workspace for seeing relationships across a client’s plan. Open a client and choose Visualize to inspect the system, trace surprising relationships to their source, and explain selected views during an advisor-led meeting.
Which Visualize views are available?
The current workspace has eight views:
Financial Life connects household income, accounts, liabilities, cash-flow uses, and protection.
Cash Flow traces income into uses, planned savings, accounts, and goals.
Goals maps income and accounts to the goals they fund.
Estate maps ownership, transfer methods, beneficiaries, documents, and attention items.
Liquidity organizes resources by accessibility and estimated runway.
Account Map groups the same accounts by owner, account type, or tax status.
Time Horizon groups investment accounts into 1–3, 3–5, 5–10, and 10+ year horizons.
Timeline places client goals and age-driven planning milestones in chronological order.
How do I navigate a Visualize map?
Canvas views can include zoom, automatic fit, expand-all, collapse-all, grouping, period, owner, or scenario controls. Expand a group to inspect its records. Select a node to open its inspector. Drag or zoom when the map is larger than the viewport. Visualize works best on desktop.
Can I edit data from Visualize?
Some Visualize account nodes open a quick-edit inspector. It can save the source account name, an eligible stated balance, and an applicable interest rate. Other fields are context only; choose Open full input to edit the complete source record.
Financial Life also provides quick views for income and protection records, and the maps can link to full goal, cash-flow, account, or estate inputs. Visualize is not a separate copy of the plan.
Which Visualize views can I print?
Financial Life, Cash Flow, Goals, Estate, Liquidity, and Account Map can print the current view state. Time Horizon and Timeline do not currently have the Visualize print action. Printing captures the selected view and its current expansion or grouping state; review the generated result before sharing it.
Can clients open Visualize?
Visualize is an advisor client-file destination, not a client portal workspace. Use it during an advisor-led meeting. To provide ongoing client access, build a Guide with the relevant components and explanatory text.
Why does a Visualize relationship look wrong?
Review the source record for missing ownership, balance, subtype, tax status, time horizon, goal funding, income owner, beneficiary, or estate information. Also check stale linked-account data and Office → Plan Cleanup. Correct the source and return to Visualize.
Related articles
Visualize: Financial Life, Account Map, and Cash Flow
Visualize: Goals, Estate, Liquidity, Time Horizon, and Timeline
The Financials Tab: Client-Ready Plan Summaries
What Are Guides?
Plan Cleanup: Resolve Missing and Inconsistent Plan Data