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Life Insurance

Retirement Age Goal

Disability

Documents

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

Long-Term Care

Retirement Living Expense Goal

Tax Estimate

Debt

Creating a Budget - Budget Analysis

Access the Budget Analysis

Run a Life Insurance Analysis

Cash Balance Pension Savings

Using Account Aggregation

Analyze a Client's Asset Allocation

Asset Location Strategy

Roth 401(k) Savings

Tax Strategies

Estate Analysis

Life Insurance Analysis

State and Local Tax

Run an LTC Insurance Analysis

Tax Assumptions

Analyze a Client's Tax Estimate

Marketing & Prospecting Home

Maps - Cash Flows

Risk

Flow Tab - Estate Analysis

Traditional / Roth IRA

Navigate the Cash Flow Tables

Estate Checklist & Beneficiaries

Roth IRA Savings

Add Extra Debt Payments

Add Medical Expenses

Choose a Tax Filing Status

Summary Tab - Life Insurance

Individual Client Methodology

Enter AUM Fees

PreciseFP

Enter Pre-Retirement Living Expenses

Enter Local Taxes

Use the Detailed Expense Worksheet

Traditional IRA Savings

Retirement Health Care Costs

Dashboard

Misc Assumptions

Methodology

401(k) Savings

Altruist

Property

Portfolios

Add a Model Portfolio

Client List

Analysis 

Summary Tab - Budget Analysis

Add a New Retirement Spending Strategy

Create a Custom Return Scenario

403(b) Savings

Investment

Create a Custom Vesting Schedule

Clients

Client Presets

Access the Notification Center

Annuities

Insurance Policies

Add a Workflow

Support

Visualize a Client's Allocation Path

Asset Return Assumptions

Retirement Analysis

Report Customization

Salary Income

Comparison Tab - Social Security Module

SEP IRA Savings

Use Report Templates

Add a Loan

Summary Tab - Cash Flows

Summary Tab - Risk Analysis 

Retirement Spending Strategies

Access the Balance Sheet

Client Groups

Security Assessments and Compliance

Tax and Fees

Deferred Compensation Savings

Bank Accounts

View a Client's Transactions

Asset Return

Use the Liquidity Analysis

Snapshot

Customize the Snapshot

Family Profile

Annuity Models

Investment Module

Add a Task

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

Analyze Investment Holdings