Knowledge Base

Quick Plan Tool

• Quick Plan Widget

Quick Tips

• ★ Frequently Asked Questions
• How to Share Clients between Advisors
• Deleting a Client

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

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Plan Output

• Accounts Table Report
• Annotated Sample Report Output
• Cash Flow Report
• Cash Inflow Report
• Cash Outflow Report
• Cumulative Wealth

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Calculations

• Safe Savings Rate Contribution Limits

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

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Alerts

• Adding a Task
• Batch Alert Update
• How to Turn on/off Alerts
• Milestone Alerts
• Plan Alerts
• Sort & Filter Alerts

Trends

• Explanation of Each Trend
• Include and Exclude Co-Clients for Trends
• Trends Comparisons
• Trends Interactive Graph Legend
• Trends Widget

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

See all 28 articles

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

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Knowledge Base - AGENTS ONLY

• What Happens if I Mark a Family Network Person as a Dependent