Updated Articles

  1. Income Analysis - Joint Life - Advanced Options

    Advanced Options function the same for both single and joint clients. When doing joint research, you will be able to tweak details of both clients, including all details of the income analysis scenario. For more information about Advanced ...
  2. Income Analysis - Joint Life - Plans

    This article is a continuation of  Income Analysis - Joint Life - Charges The Add Plans screen is where you can include Phased Drawdown (if applicable) manage plans, which includes plan specific investment strategies, growth rates, projected val...
  3. Income Analysis - Plans

    This article is a continuation of  Income Analysis - Add Goal Details The Plans screen is where you can include Phased Drawdown (if applicable) manage plans, which includes plan specific investment strategies, growth rates, projected values an...
  4. Income Analysis - Joint Life - Add Goal Details

    This article is a continuation of Income Analysis - Creating Research Complete the Add Goal Details screen.  In this example, we have a joint client. The details below will be used throughout the research to provide a picture of how long the...
  5. Income Analysis - Joint Life - Create Research

    Create Joint Income Analysis research through the Contact record. Navigate to Contacts tab: Find your client in the list or search: Scroll down to Income Analysis  and click  New: Complete New Income Analysis  details, incl...
  6. Income Analysis - Advanced Options - Compare

    This article is a continuation of  Income Analysis - Advanced Options - Scenario Editor The three scenarios are now created, we can compare them. Click the Compare button: See next article Income Analysis - Advanced Options - Choo...
  7. Income Analysis - Advanced Options - Scenario Editor

    This article is a continuation of Income Analysis - Advanced Options - Income Hierarchy Scenario Editor can be found on the bottom right of the Advanced Options screen. This allows you to select market event scenarios, which can be applied t...
  8. Income Analysis - Results

    This article is a continuation of Income Analysis - Other Incomes Once you have completed the Annuity area, Continue to Next Step: The Results screen will load, showing an Income Value Graph. The graph at the top of the page shows if the...
  9. Income Analysis - Income Requirements

    This article is a continuation of Income Analysis - Add Plans The  Income Requirements area includes Annual Client Basic Expenses and Level or Profiled Income. Annual Client Basic Expenses Enter your client's annual basic expens...
  10. Income Analysis - Creating Research

    Create Income Analysis research through the Contact record. Navigate to Contacts tab: Find your client in the list or search: Scroll down to Income Analysis  and click  New: Complete New Income Analysis  details and  Save ...