Knowledge Base
Quick Tips
Profile
- Adding a Client
- Adding a Customized Page
- Adding a Family Member
- Adding a Liability
- Adding a Property
- Adding an Education Goal
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
- 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
- Getting Started: Quovo Account Aggregation
- Quovo (Step 2) - Importing Held-Away Accounts to the Client's Profile
- Quovo (Step 1) - Gather your Client's Held-Away Accounts
- Quovo - Using the Prospect Tool to Gather Held-Away Accounts
- Quovo - Purchasing a Quovo license
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