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Firm Level Risk - Super Administrator 

Firm Level Misc. Assumptions - Super Administrator 

Download Notes to a CSV File 

Firm Level Inflation Assumptions - Super Administrator 

Colors on PDF Report Cover Page 

Including Notes in the Report 

Firm Asset Returns - Super Administrator 

Firm Models - Super Administrator 

Net Worth - Blueprint 

Invitation Email Template 

Customizing Text in Notes 

Holdings 

Firm Templates - Super Administrator 

Tax Allocation 

Goals - Blueprint 

Advisor Notes 

Life Insurance

Auto Insurance 

Color Theme 

Update your Credit Card 

Notes 

Homeowners Insurance

Income, Saving, Expenses - Blueprint 

Firm Oversight - Super Administrator 

Disability

Plan Notes 

Retirement Age Goal

Logo Sizing 

Modifying Teams 

Disability Summary 

Homeowners Insurance 

Concentration 

Debt

Medicare Considerations 

Marking Plans Private 

Medicare

401(k)/403(b)/457(b)

Tax Estimate

Disability Overview Client and Co-Client 

Logo Customization 

Documents

Calculator 

Consolidated Billing 

Firm Level Customization - Super Administrator 

Modifying Existing Items - Blueprint 

Tax Rate: Human Life Value 

Long-Term Care

Sector and Style

Link Accounts - Account Aggregation 

Assistant License Overview 

Retirement Living Expense Goal

Disability Insurance Analysis 

Adding Notes in the Planning Modules 

Flow Tab - Estate Analysis

Inputting Client Data as an Assistant 

Disability Analysis Action Items 

Retirement Health Care Costs

Medicare Coverage 

Stress Test 

Roth 401(k) Savings

Analyze Projected Education Costs

Estate Analysis

Branded Login Page 

Summary Tab - Life Insurance

401(k) Savings

Maps - Cash Flows

Profile

Estate Checklist & Beneficiaries

Run an LTC Insurance Analysis

Using Account Aggregation

Traditional / Roth IRA

Roth IRA Savings

Analyze a Client's Tax Estimate

Umbrella Insurance 

Traditional IRA Savings

Risk

Cash Balance Pension Savings

Access the Budget Analysis

Invoices 

Discount Rate: Human Life Value 

State and Local Tax

Blueprint 

Firm General Information - Super Administrator 

Custom Branding 

Billing 

Student Loans

PreciseFP

Run a Life Insurance Analysis

Add Extra Debt Payments

Add Medical Expenses

Adding New Items - Blueprint 

Understanding Student Loans

Allocation Path 

Choose a Tax Filing Status

Enter AUM Fees

Life Insurance Analysis

Teams 

Click the play button below for a step-by-step tutorial on 

Track Client Activities