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Academy
Academy
Lesson 1- Dashboard & Widgets
Dashboard & Widgets
Lesson 2- Clients
How to Add, Edit & Archive Clients
Lesson 3- Plans
Creating a Plan
Understanding Plans
Tax Features
Roth Conversion Calculator
Insurance Calculators
Summary Report & Report Builder
Lesson 4- Admin User Settings
Plan Settings
Customization Settings
Managing Users
Glossary
Cumulative Wealth
Required Minimum Distribution (RMD)
Straight-Line Analysis
Taxable Accounts
Tax-Deferred Accounts
Tax-Exempt Accounts