The dedicated Liquidity Analysis tool pulls in asset and expense information from the Profile, allowing you to easily dial in a liquidity target and compare that dollar amount to a client's actual liquidity. This module is accessible via the Dashboard > Liquidity tab of each client plan:
The client's Actual Liquidity can be customized by opening the Action Items at the bottom of the page, and then clicking the Edit button. By default, a client's actual liquidity will be comprised of all bank account assets, in addition to cash within taxable investment accounts. You can choose to exclude either of these items by unchecking the boxes to the left. You will also have the option to include cash value life insurance into a client's actual liquidity.
After making your selections and clicking the Save button in the lower right of the drawer, the client's actual liquidity will be updated to reflect your changes.
