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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 

Colors on PDF Report Cover Page 

Firm Asset Returns - Super Administrator 

Including Notes in the Report 

Net Worth - Blueprint 

Customizing Text in Notes 

Invitation Email Template 

Holdings 

Firm Models - Super Administrator 

Goals - Blueprint 

Life Insurance

Tax Allocation 

Auto Insurance 

Advisor Notes 

Color Theme 

Firm Templates - Super Administrator 

Retirement Age Goal

Homeowners Insurance 

Income, Saving, Expenses - Blueprint 

Update your Credit Card 

Plan Notes 

Concentration 

Logo Sizing 

Disability

Disability Summary 

Homeowners Insurance

Firm Oversight - Super Administrator 

Notes 

Modifying Teams 

Calculator 

Logo Customization 

Sector and Style

Documents

Debt

Medicare

Firm Level Customization - Super Administrator 

Consolidated Billing 

Long-Term Care

Tax Rate: Human Life Value 

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

Marking Plans Private 

Tax Estimate

Retirement Living Expense Goal

Disability Insurance Analysis 

Link Accounts - Account Aggregation 

Medicare Considerations 

Assistant License Overview 

Modifying Existing Items - Blueprint 

Adding Notes in the Planning Modules 

Disability Overview Client and Co-Client 

Custom Branding 

Firm General Information - Super Administrator 

Summary Tab - Tax Analyzer

Billing 

Run an LTC Insurance Analysis

Flow Tab - Estate Analysis

Adding New Items - Blueprint 

Summary Tab - Life Insurance

Run a Life Insurance Analysis

Marketing & Prospecting Home

Disability Analysis Action Items 

Creating a Budget - Budget Analysis

Estate Analysis

Asset Location Strategy

Adding Notes in the Profile Tab 

Tax Assumptions

Analyze Projected Education Costs

Estate Checklist & Beneficiaries

Understanding Student Loans

Umbrella Insurance 

Teams 

Methodology Settings

State and Local Tax

Profile

Discount Rate: Human Life Value 

Methodology

Stress Test Action Items 

Misc Assumptions

Life Insurance Analysis

Allocation Path 

Student Loans

Compliance Documents 

Blueprint 

Student Tabs - Education Analysis

Branded Login Page 

Invoices 

401(k) Savings

Medicare Coverage 

Roth 401(k) Savings

Team Sharing

Maps - Cash Flows

Traditional / Roth IRA

Use the Detailed Expense Worksheet

Enter Pre-Retirement Living Expenses

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

Model Charitable Giving Goals