Set up Your Targets so Matched works

Matched ranks plans using Your Targets — the clients you already serve and the profile of plans you want next. Thin targets mean a thin or empty Matched list.

1. Go to Your Targets (Profile links here, or open it from ⌘K / Ctrl+K).
2. Add current clients so the product understands your existing book.
3. Complete your ideal profile (size, geography, and related preferences from onboarding).
4. Confirm your fee schedule on Profile or Settings so estimated revenue columns are meaningful.
5. Return to Matched — rankings refresh from those inputs.

• If Matched looks empty or generic, Targets is usually the first place to fix.
• Each advisor on a team has their own targets — they are not shared firm-wide.