Knowledge Base

Help Topics

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  Intro to Time Segmentation

  Learn how to discuss, implement, and track time segmentation.
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  Getting Started

  Everything you need to build your first income plan.
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  Discovery Editor

  Become familiar with all of the tools available in the Discovery plan editor.
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  Pro Editor

  Explore the Pro editor's capabilities and reports.
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  Integrations

  Setting up and managing integrations.
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  Managing Linked Accounts

  Import, place, remove, replace, and customize client account links.
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  Tracking & Replanning

  Generate client review reports and make changes to plans in distribution.
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  Health+

  Actuarial longevity projections, Social Security optimization, and healthcare spending estimates.
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  Account Management

  Managing your password, payment info, submit a referral, and more.
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  Recorded Webinars

  Collection of recordings covering a wide range of educational topics.