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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 

Holdings 

Invitation Email Template 

Customizing Text in Notes 

Net Worth - Blueprint 

Firm Models - Super Administrator 

Advisor Notes 

Life Insurance

Tax Allocation 

Why don't I see the option to "add income" or "add expense" within the data entry? - Top 5 Questions

Firm Templates - Super Administrator 

Color Theme 

Auto Insurance 

Teams 

Goals - Blueprint 

Concentration 

Disability Summary 

Firm Oversight - Super Administrator 

Update your Credit Card 

Homeowners Insurance 

Modifying Teams 

What role can assign roles with the Team section? 

Income, Saving, Expenses - Blueprint 

Retirement Age Goal

Where can I see cash inflows and cash outflows based on my data entry? - Top 5 Questions

Notes 

Disability

Homeowners Insurance

Logo Sizing 

Plan Notes 

Assistant License Overview 

Firm Level Customization - Super Administrator 

Tax Estimate

Adding Notes in the Planning Modules 

Tax Rate: Human Life Value 

Disability Insurance Analysis 

Medicare Considerations 

Calculator 

Sector and Style

Debt

Documents

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

Long-Term Care

Consolidated Billing 

Disability Overview Client and Co-Client 

Link Accounts - Account Aggregation 

Logo Customization 

Medicare

Why are my planned savings not taking place in the Retirement Cash Flows? - Top 5 Questions

Modifying Existing Items - Blueprint 

Retirement Living Expense Goal

Marking Plans Private 

Roth 401(k) Savings

Using Account Aggregation

Maps - Cash Flows

Invoices 

Navigate the Cash Flow Tables

Summary Tab - Tax Analyzer

Risk

Misc Assumptions

Run a Life Insurance Analysis

Enter Local Taxes

Methodology

Discount Rate: Human Life Value 

Traditional / Roth IRA

Enter AUM Fees

Allocation Path 

Branded Login Page 

Medicare Coverage 

Roth IRA Savings

Analyze a Client's Asset Allocation

Life Insurance Analysis

Asset Location Strategy

Traditional IRA Savings

Disability Analysis Action Items 

Stress Test 

Firm General Information - Super Administrator 

Cash Balance Pension Savings

Tax Assumptions

PreciseFP

Flow Tab - Estate Analysis

Tax Strategies

Profile

Student Tabs - Education Analysis

Compliance Documents 

Access the Budget Analysis

Adding Notes in the Profile Tab 

Add Medical Expenses

How can I adjust the client's residence state? - Top 5 Questions

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

Propose a Stock Plan Strategy