Profile
- Adding a Client
- Adding a Customized Page
- Adding a Family Member
- Adding a Liability
- Adding a Property
- Adding an Education Goal
- Adding an Insurance Policy
- Adding Income
- Adding Lifestyle Goals
- Adding Retirement Goals
- Difference Between Annualized and Average Returns
- Difference Between Household & Individual Client Labeling
- How Do Exploration Categories Affect the Profile and Plans
- How do I enter Client Advisory Fees?
- How do I model Annuities inStream?
- How to add or remove Assets & Liabilities on the Net Worth Statement
- Liability Amortization Schedules
- Printing the Net Worth Statement
- Types of Income That Can Be Added
- Using Fact Finder to gather your client data
- Using the Key Dates
- Using the Tax Glide Path
- What Is a Community Member
- What Is a Legacy Goal
- What Is the Network Advisors Section of Profile