Start here to watch the introductory videos and to download the client questionnaire.
11 articles
View recordings of our past webinars and practice creating projections.
21 articles
The latest product updates and historical release notes.
4 articles
Learn more about cash flow management.
12 articles
Learn about default settings and how to make updates.
15 articles
Include various income sources and taxable benefits in your projections.
14 articles
Learn how to enter various assets, and use debt i.e. mortgages, lines of credit
20 articles
Automatic savings/withdrawals and how to make changes with settings & overrides.
16 articles
Learn how to run a sustainable scenario and modify your projections.
17 articles
Learn how to create client reports from your projections.
5 articles
Learn how to integrate corporations into the personal projections of your clients.
17 articles
Running life insurance needs analyses and entering insurance in your projections.
9 articles
Including Recommendations, Charitable Giving, Education (RESPs), Stress Testing.
12 articles
Top searched articles, common questions, and general tips.
14 articles
Subscription type, billing, and password management.
14 articles