Help CenterUser & Plan Management
Create a sample user planViewing a client’s plan & detailsEmulating a client’s accountLogging client notes & interactionsCreating client custom activitiesHighlighting Action Items, Modules, & Literacy CoursesCreate 1-off Bulk Custom ActivitiesAutomated Workflows with Custom ActivitiesAudiences, Reporting, & User FiltersCreate & transfer a plan for a clientUpdating plan assumptions for a clientPrinting a user’s financial planSeparating & deleting user accountsSharing a user's account with a spouse/partnerExporting a client's details to CSVExcluding balances from emergency fundExcluding balances from Net WorthRisk Tolerance Module DetailsInvestment Holdings Tool for Advisors [Beta]Managing Connected OrganizationsMoving users from a connected org to your firm