What can we help you with?

Start Here

Start here to watch the introductory videos and to download the client questionnaire.

12 articles


View recordings of our past webinars and practice creating projections.

24 articles

What's New?

The latest product updates and historical release notes.

6 articles

Definitions and Assumptions

Learn more about cash flow management.

12 articles

Scenario Settings

Learn about default settings and how to make updates.

15 articles

Income (including Gov't Benefits)

Include various income sources and taxable benefits in your projections.

14 articles

Assets and Debts

Learn how to enter various assets, and use debt i.e. mortgages, lines of credit

20 articles

Contributions and Withdrawals

Automatic savings/withdrawals and how to make changes with settings & overrides.

17 articles

Working with Scenarios

Learn how to run a sustainable scenario and modify your projections.

17 articles

Client Reports

Learn how to create client reports from your projections.

9 articles

Corporations and Businesses

Learn how to integrate corporations into the personal projections of your clients.

18 articles


Running life insurance needs analyses and entering insurance in your projections.

9 articles

Additional Features

Including Recommendations, Charitable Giving, Education (RESPs), Stress Testing.

12 articles

General FAQs

Top searched articles, common questions, and general tips.

15 articles

Account Management

Subscription type, billing, and password management.

14 articles