--- title: What is the Wealth Map? description: Asora's Wealth Map serves as an intuitive tool designed to provide a comprehensive overview of your family's financial landscape. --- [Skip to content](https://service.asora.com/knowledge-base/wealth-map#main-content) ![](https://service.asora.com/hs-fs/hubfs/Favicon-2.png?width=100&height=75&name=Favicon-2.png) - [Knowledge base](https://service.asora.com/knowledge-base) - [Releases & Updates](https://service.asora.com/release-notes) - [Blog](https://asora.com/blog/) - [Newsletter](https://asora.com/sign-up-newsletter/) - [Customer Portal](https://service.asora.com/tickets-view) - [File a Support Ticket](https://service.asora.com/tickets-view/new) Open main navigation Close main navigation - [Knowledge base](https://service.asora.com/knowledge-base) - [Releases & Updates](https://service.asora.com/release-notes) - [Blog](https://asora.com/blog/) - [Newsletter](https://asora.com/sign-up-newsletter/) - [Customer Portal](https://service.asora.com/tickets-view) - [File a Support Ticket](https://service.asora.com/tickets-view/new) Search the Asora Knowledge Base - There are no suggestions because the search field is empty. 1. [Asora Knowledge Base](https://service.asora.com/knowledge-base?hsLang=en) 2. [Performance Monitoring](https://service.asora.com/knowledge-base/performance-monitoring?hsLang=en) November 6, 2025 # What is the Wealth Map? ### Wealth Map Overview The **Wealth Map** in Asora provides a dynamic, visual representation of a family's **net worth** — from both an **ownership** and **organizational structure** perspective. It enables users to explore relationships between owners, entities, and assets, customize presentation modes, and generate detailed insights at individual or family levels. --- ### Purpose The Wealth Map is designed to: - Provide a **visual structure** of a family’s net worth. - Display **ownership and entity relationships** in an intuitive format. - Enable flexible **presentation modes** for individual and aggregated views. - Support **data exploration**, **reporting**, and **exporting** for client presentations. --- ### Owner / Entity Selector ![](https://service.asora.com/hs-fs/hubfs/image-png-Nov-06-2025-06-28-17-1241-PM.png?width=670&height=361&name=image-png-Nov-06-2025-06-28-17-1241-PM.png) Located at the **top-right corner**, this selector allows users to choose which owners or entities to include on the map. - **Selecting an Owner/Entity:** Highlights it in blue and includes its holdings in the presentation. - **Multiple Selection:** Displays wealth maps for multiple owners simultaneously. --- ### Presentation Modes The Wealth Map supports multiple display modes to suit different visualization and reporting needs: - **Individual Mode:** Displays a separate wealth map for each selected owner or entity. *Example:* Selecting Claire and John Johnson will display two distinct maps — one for each. - **Family Mode:** Combines the selected owners’ and entities’ net worth into a single **aggregated family map**. This mode provides a holistic overview of total family wealth and interconnections. ![](https://service.asora.com/hs-fs/hubfs/image-png-Nov-06-2025-06-29-23-5517-PM.png?width=670&height=184&name=image-png-Nov-06-2025-06-29-23-5517-PM.png) - **Look-Through Mode:** Toggles between viewing only the **legal ownership structure** or drilling into **underlying assets**. - **Disabled:** Displays each owner’s direct ownership stakes only (legal balance sheet view). - **Enabled:** Expands through ownership layers to reveal underlying assets, accounts, and liabilities proportional to ownership percentages — offering full transparency into how an owner’s net worth is composed. ![](https://service.asora.com/hs-fs/hubfs/image-png-Nov-06-2025-06-30-09-3951-PM.png?width=670&height=199&name=image-png-Nov-06-2025-06-30-09-3951-PM.png) --- ### Adding Objects ![](https://service.asora.com/hs-fs/hubfs/image-png-Nov-06-2025-06-30-55-5884-PM.png?width=670&height=397&name=image-png-Nov-06-2025-06-30-55-5884-PM.png) Objects can be added directly onto the Wealth Map to reflect updates in ownership or assets. - **Add Option:** Located **within the Owner Selector** on the right-hand side of the interface. - **Drag and Drop:** Add owners, entities, or assets directly onto the map. - **Pre-Population:** When an object is dropped on a specific entity, related fields (like ownership) are automatically pre-filled. --- ### Settings Panel ![](https://service.asora.com/hs-fs/hubfs/image-png-Nov-06-2025-06-31-31-7627-PM.png?width=670&height=364&name=image-png-Nov-06-2025-06-31-31-7627-PM.png) Accessed from the **Settings tab** within the Owner Selector, this panel offers control over how the map appears and what information it displays. #### Display Settings - **Auto Fit Graph:** Automatically resizes the map to fit the visible area. - **Show/Hide Domicile & Residency:** Adds or removes country flags showing tax residency and domicile. #### Asset Display Options - **Show All:** Displays all assets (past and current). - **Current Only:** Shows only currently held assets. - **Hide All:** Hides all assets and focuses solely on ownership structures — useful for viewing organizational hierarchies. #### Asset Categories - **Individual:** Displays each asset separately. - **Grouped:** Groups assets by category (e.g., Funds, Collectibles, Derivatives). #### Item Type Grouping - **Individual:** Displays each entity, real estate, or account separately. - **Grouped:** Combines each type under a single labeled node (e.g., “Entities”, “Real Estate”, “Accounts”). --- ### Interactive Tools & Controls ![](https://service.asora.com/hs-fs/hubfs/image-png-Nov-06-2025-06-32-30-1638-PM.png?width=670&height=617&name=image-png-Nov-06-2025-06-32-30-1638-PM.png) The Wealth Map includes several interactive tools that make it easy to navigate, customize, and export your view. #### View and Layout Options - **Full Screen Mode:** Switch between full-screen and standard view for better visibility. - **Expand/Collapse Nodes:** Quickly expand or collapse all objects on the map. - **Layout Direction:** Choose how the hierarchy flows — **Top**, **Right**, **Bottom**, or **Left**. - *Example:* “Top” places the owner at the top with all assets displayed below. #### Export Options - **Formats:** Export the Wealth Map as **PNG**, **SVG**, or **PDF**. - **Settings:** Select export size and orientation (portrait or landscape). - **Tip:** For the highest visual quality, export in **SVG** format. #### Zoom Controls - **Zoom In:** Focus on smaller details and deeper ownership layers. - **Zoom Out:** Step back to view the complete family or entity structure at once. --- #### Best Practices - Use **Family Mode** with **Look-Through Enabled** for comprehensive family wealth visualization. - Use **Hide All** and **Grouped Item Types** when analyzing ownership structures. - Export in **SVG** format for the best resolution in reports and client deliverables. --- #### Summary The Wealth Map is an essential visualization feature in Asora, helping advisors and family offices: - Understand **complex ownership structures**. - Present **clear, interactive wealth visuals** to clients. - Drill down seamlessly from **high-level summaries** to **underlying asset details**. - [Onboarding Guide](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#main-content) - 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