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Documents

Risk

Training Videos

Marketing & Prospecting Home

Annuities

Debt

PreciseFP

Snapshot

Customizing the Snapshot

Bank Accounts

Report Customization

Personal Info Tab - Clients

Model Portfolios

Debt Module

Savings Type Details

Share Vault Documents with Multiple Clients

Assign a Risk Questionnaire 

Insurance Policies

Security Assessments and Compliance

Vesting Schedules

Update Global Return Assumptions

Net Worth 

Portfolios

Add a Client Group

Add a Workflow

Access the Notification Center

Client Presets

Create a Custom Vesting Schedule

Update Default Methodology Settings

Daily Report Email

Create a Custom Return Scenario

Update Client Notification Presets

Social Security Optimization Module

Change your email address

Allow Clients to Add/Edit Tasks

Clients

Add a New Client

Add a New Retirement Spending Strategy

Client Experience Overview 

Retirement Analysis Module

Investment Module

Add a Model Portfolio

Investment Accounts

Non-Married Filing Single

Married Filing Separately

Student Loans Overview 

Strategy Tab - Debt Module

Overview 

Add a Logo

Summary Tab - Risk Analysis 

Create an Annuity Model

Loans

RightFlows Templates and Groups

Create a Custom Glide Path

Altruist

Other Assets

Life Insurance Analysis

Dashboard Tab - RightIntel

Morningstar Advisor Workstation

Property

Client Notifications

AssetMark SSO

Dashboard

Asset Return Assumptions 

Summary Tab - Risk Module

Tax Estimate and Simplified Form 1040

Add a Salary

Retirement Spending Strategies

Model a Primary Home Relocation

Remove a Co-Client

Client Presets 

Client Access

Choose a Resident State

Inflation Assumptions

Dashboard 

Add Additional Family Members

Annuity Models

Help Center Home 

Family

Open a Client's Vault

Addepar

Support

Report Templates 

Advisor Portal 

Asset Return Assumptions

Marketing & Prospecting Flyers

Family Profile

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

Track Client Activities