Views – Knowledge Base

Knowledge Base Categories

Intro to Time Segmentation

Getting Started

Discovery Editor

Managing Linked Accounts

Tracking & Re-Planning

Account Management

Recorded Webinars

Roundtable Library

Plan Summary Panel

Overview of the plan data highlighted in the summary panel.
Cash Flow (by Source) Chart

View income by source in graphical format.
Cash Flow (by Expense) Chart

View outflows by expense in graphical format.
Full Plan Detail

See the underlying numbers that make up the plan structure.
Assets Chart

Segment values by year in graphical format.