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