Read a household on the Wealth Map
The Wealth Map shows a household on one map: its people, holdings, trusts and liabilities, each with its open Signals and the rules that bind it.
Common questions
Does the Client see the Wealth Map?
No. The Wealth Map is internal to your firm.
Why is a holding or a person missing?
It is not on the record in Luscent yet. The map shows only what is recorded.
What is the difference between Map and Table?
Both show the same household. Map shows how the entities relate; Table lists them so you can scan them quickly.
Before you start
You are signed in to Luscent.
The Client belongs to a household with more than one person, holding, trust or liability on its record.
Open the Wealth Map
Use whichever route is quickest:
Open the Client, then select Wealth Map in Client Detail.
Select Wealth Map in the sidebar, then choose the household.
Open the Command Bar and type Wealth Map or the Client's name.
Choose Map to see the household as a map, or Table to see the same entities as a list.
Read the household
The header counts the household's entities and its open Signals.
Each person shows their role in the household, their jurisdiction, their risk profile and their client classification.
Each entity shows its open Signals and the rules that bind it. Open a Signal to see why it was raised.
What the map shows, and what it does not
The Wealth Map shows what is recorded in Luscent for the household. People, holdings, trusts or liabilities that are not on the record in Luscent do not appear on the map.