Knowledge Base
Quick Tips
Profile
- Adding a Client
- Adding a Customized Page
- Adding a Family Member
- Adding a Liability
- Adding a Property
- Adding an Insurance Policy
Finances
- Fixed Index Annuities: Full Model Customization
- Adding a Fixed Index Annuity to your Plan
- Account Specific Withdrawals
- Overview of Finances
- Adding a Manual Account
- Managed vs. Unmanaged Accounts
Plans
- ★ Using the Plan Comparison
- ★ Using the Plan Wizard
- Adding a Mortgage to the Plan
- Adding a Scenario Goal to a Plan
- Adding an Allocation Period
- Changing the Number of Simulations Run in a Plan
Plan Output
- Annotated Sample Report Output
- Cash Flow Report
- Cumulative Wealth
- Customizing the standard tax deduction
- How Advisor Fees Affect The Monte Carlo
- How Are Different Percentiles of Terminal Wealth Calculated
Calculations
Calculators
- Home Equity Line of Credit (HELOC) Calculator
- Human Life Value (HLV) Calculator
- Life Insurance Needs Analysis Calculator
- Long Term Care (LTC) Calculator
- Maximum Mortgage Calculator
- Mortgage Comparision Calculator
Alerts
Trends
Integration Partners
- Using the Orion Report Builder
- Orion -First Steps for Integration
- Orion - Setting Up the Integration
- Orion -Importing Clients & Accounts
- Orion - Setting Up the Portal
- Orion - Sharing Plans with the Orion Portal
Other
Settings
- Alert Types Notification Settings
- Creating Firm-Wide Allocation Models
- Customizing your portfolio returns
- Default Tax Settings
- How to Change the Morningstar Index Return Period
- How to Create an Allocation Glide Path