Knowledge Base
Quick Plan Tool
Quick Tips
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
Plan Output
- Accounts Table Report
- Annotated Sample Report Output
- Cash Flow Report
- Cash Inflow Report
- Cash Outflow Report
- Cumulative Wealth
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
- Orion - Importing Accounts to Existing Clients
- Using the Orion Report Builder
- Orion -First Steps for Integration
- Orion - Setting Up the Integration
- Orion -Importing Clients & Accounts
- Orion - Setting Up the Portal
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