Households Overview

The Households section provides the advisor with an overview of their households, accounts within the households, average Prism Scores for the households, average Risk Tolerance Scores for the households and Drift which is the difference between the Prism Score and the Risk Tolerance score.

To view the accounts that are within a household, click the drop-down arrow to the right of the relevant of household

To view the members of a particular household, simply click the name of the household. Once the page of that household loads, you will be able to see the Prism Scores, Risk Tolerance Scores, Drift and accounts of the clients within the household.

From the Households section, you can also create a household and add clients to the household.