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Additional Features

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

  • Recommendations
  • Stress Testing Add-on
  • Randomized Scenarios
  • Historical Scenarios
  • Tracking savings and withdrawals in an RESP
  • Frequently Asked Questions - RESP
  • Guidelines for Education Cost
  • Charitable Donations: Overview
  • Charitable Donations: Non-Registered Asset Donations
  • Charitable Donations: Cash Donations
  • Charitable Donations: Insurance Donations
  • How to Export Projections

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  • Scenario Settings
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  • Contributions and Withdrawals
  • Working with Scenarios
  • Client Reports
  • Corporations and Businesses
  • Insurance
  • Additional Features
  • General FAQs
  • Account Management
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