Basic Training
Make sure to turn on the sound!
1. Getting Started (11:41)
- How to register for a Free Trial
- How to Navigate the system
- Quick overview of the Client List Page
In Production
2. Building the Plan (X:XX)
- How to Create a Household
- How to Build the Current Plan
- How to Build Scenarios
3. Engaging the Client (X:XX)
- How to use Suggested Actions
- How to use The Workshop
- How to use Plan Comparison
- How to build and present Reports
4. Manage the Process (X:XX)
- How to Customize Graphs and Metrics
- Customize Capital Market Assumptions
- Customize Report Templates
- How to build Teams for collaboration
