Summary Panels
Definitions of summary data points displayed on the pro editor summary cards.
Views
Charts and tables for visualizing pro plan scenarios.
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Spending
Collection of views that focus on projected outflows based on expenses and taxes. -
Income
Collection of views that focus on projected income sources based on account withdrawals, other income, and RMDs. -
Segments
Collection of views that focus on the allocation of plan assets across time segments. -
Assets
Collection of views that focus on a variety of values related to accounts -
Roth
Roth is a collection of views that focus on analysis related to Roth conversion strategies. Each view has a chart...