Household dashboard
A shared view of household goals, documents, tasks and review status.
Source: blueprint.json#/audiencesGlossary
Advisor meeting prep
Assembly of context, gaps and questions into a reviewable agenda.
Source: blueprint.json#/audiencesAction plan
A structured set of proposed next steps awaiting the appropriate reviews.
Source: blueprint.json#/audiencesApproval queue
A visible list of recommendations or communications awaiting an advisor decision.
Source: blueprint.json#/audiencesDocument vault
Controlled storage for household documents used within permitted workflows.
Source: blueprint.json#/audiencesAccount aggregation
Bringing account summaries into a coordinated household view.
Source: blueprint.json#/audiencesGoal tracker
A record of household goals, progress and related open tasks.
Source: blueprint.json#/audiencesCompliance log
A record of drafts, access, reviews and approval decisions.
Source: blueprint.json#/audiencesRole-based access
Permissions that limit each participant to the information required for the role.
Source: blueprint.json#/audiencesPortfolio summary
A prepared overview of portfolio information for advisor inspection.
Source: blueprint.json#/audiencesDocument gap
Required household information that is absent or not current.
Source: blueprint.json#/audiencesAdvisor approval
A licensed professional’s review decision before regulated guidance is released.
Source: blueprint.json#/audiencesClient follow-up
A prepared communication or task sequence after a household review.
Source: blueprint.json#/audiencesTax task reminder
A tracked prompt about a tax-related item without supplying tax advice.
Source: blueprint.json#/audiencesEstate task
A follow-up item concerning estate documents or questions for qualified professionals.
Source: blueprint.json#/audiencesCRM sync
Transfer of approved workflow information to an advisor relationship system.
Source: blueprint.json#/audiences