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Firm Level Risk - Super Administrator 

Firm Level Misc. Assumptions - Super Administrator 

Firm Level Inflation Assumptions - Super Administrator 

Download Notes to a CSV File 

Firm Asset Returns - Super Administrator 

Colors on PDF Report Cover Page 

Including Notes in the Report 

Holdings 

Firm Models - Super Administrator 

Customizing Text in Notes 

Net Worth - Blueprint 

Invitation Email Template 

Advisor Notes 

Color Theme 

Goals - Blueprint 

Life Insurance

Firm Templates - Super Administrator 

Auto Insurance 

Tax Allocation 

Modifying Teams 

Income, Saving, Expenses - Blueprint 

Plan Notes 

Concentration 

Firm Oversight - Super Administrator 

Homeowners Insurance

Disability Summary 

Update your Credit Card 

Disability

Homeowners Insurance 

Notes 

Logo Sizing 

Retirement Age Goal

Tax Estimate

Documents

Adding Notes in the Planning Modules 

Modifying Existing Items - Blueprint 

Sector and Style

Firm Level Customization - Super Administrator 

Logo Customization 

Assistant License Overview 

Disability Overview Client and Co-Client 

Consolidated Billing 

Medicare Considerations 

Retirement Living Expense Goal

Link Accounts - Account Aggregation 

Calculator 

Medicare

Tax Rate: Human Life Value 

Long-Term Care

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

Marking Plans Private 

Disability Insurance Analysis 

Debt

Analyze a Client's Asset Allocation

Medicare Coverage 

Profile

Maps - Cash Flows

Retirement Health Care Costs

Stress Test 

Analyze Projected Education Costs

Estate Analysis

Run an LTC Insurance Analysis

Summary Tab - Life Insurance

401(k) Savings

Run a Life Insurance Analysis

Estate Checklist & Beneficiaries

Roth 401(k) Savings

Access the Budget Analysis

Marketing & Prospecting Home

Umbrella Insurance 

Traditional / Roth IRA

Roth IRA Savings

Risk

Traditional IRA Savings

Invoices 

Cash Balance Pension Savings

Using Account Aggregation

Discount Rate: Human Life Value 

PreciseFP

Firm General Information - Super Administrator 

Blueprint 

Custom Branding 

State and Local Tax

Adding Notes in the Profile Tab 

Billing 

Student Loans

Asset Location Strategy

Branded Login Page 

Adding New Items - Blueprint 

Understanding Student Loans

Allocation Path 

Teams 

Navigate the Cash Flow Tables

Life Insurance Analysis

Inputting Client Data as an Assistant 

Tax Strategies

Team Sharing

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

Analyze the Monte Carlo Simulation