The Visualize tab lives under Overview, right next to Guides and Changes to be made. It's a set of prebuilt charts that slice the client's plan different ways — by goal, by owner, by account type, by tax status, by cash flow, by time horizon, and as a life timeline. No setup, no knobs; just pick a view and you get the picture.
It's the fastest way to orient yourself on a client before a meeting, and the fastest way to show a client what their plan actually looks like.
Where to find it
Open a client, click Overview in the sidebar, then the Visualize tab (the third tab, after Guides and Changes to be made).
The seven views
The view switcher at the top is split into two groups. The first group is "maps" — breakdowns of where the money is. The second is "flows" — how it moves over time.
Maps
Goals. One box per goal with the accounts and balances assigned to it. Quick way to see which goals are funded and which aren't.
Ownership. Accounts grouped by owner (each adult, joint, businesses, trusts). Tells you how concentrated assets are on one spouse or entity.
Account Type. Accounts grouped by category — Investment, Bank, Property, Annuity, Business. Net-worth-style breakdown.
Tax Status. Accounts grouped by tax treatment — taxable, tax-deferred, tax-free, etc. Useful for tax-efficient withdrawal conversations and for spotting asset-location opportunities.
Flows
Cash Flow. The Sankey chart from the Guides component — income on the left, savings and spending on the right, with each goal called out. Same chart you can embed in a Guide, but full-page.
Time Horizon. Accounts grouped by how long until the client needs the money (1-3 yr, 3-5 yr, 5-10 yr, 10+ yr). Shows allocation vs. horizon mismatches at a glance.
Timeline. A life-timeline view — ages, retirement, Social Security, goal target dates, and other date-driven milestones laid out year by year.
When to use each one
Before a first review meeting. Start with Goals and Cash Flow. They give you the narrative — what are we working toward and where is the money going.
Before a rebalancing or investment meeting. Use Tax Status and Time Horizon together. You'll see which buckets are overweighted and whether the allocation matches how soon the money is needed.
When a client asks "where is all our money?" Ownership and Account Type side-by-side is the easiest answer.
When a client asks "what's coming up?" Timeline. Shows the next 10-30 years of plan events on one line.
Sharing with a client
The Visualize tab is advisor-only — clients don't see it in their portal. If you want a view to appear in the client's Guide, use the corresponding Guide component in the Overview editor:
Cash Flow Sankey → Cash Flow Guide component
Account Type / Ownership breakdowns → Where Invested with the appropriate grouping
Tax Status breakdown → Tax Allocation component
Timeline → currently advisor-only; not yet a Guide component
Use Visualize as your workspace, then decide which angle belongs in the client's Guide.
Tips
Bookmark a view. The tab supports
?view=<goals|ownership|account-type|tax-status|cash-flow|time-horizon|timeline>in the URL, so you can deep-link straight into the right chart if you always start a meeting on the same one.Run Visualize after data entry. The charts are live — if something looks off (a goal with no accounts, an ownership skew, a big "Other" slice), it's almost always a data problem worth fixing before you go further into planning.