FAQs
Key Innovations that make your advice practice run smooth
- ★ Defining your Fact Finder as the data engine
- How to move between screen options
- History Tabs
- What is 'MOOD to INVESTING'
- What is this thing we call C-Facts
- How Super Amounts and Investment Amounts are displayed
Hero Basics
- ★ Inactive portal use - How the logout feature works
- Automated Retirement Goal Management Disclaimer
- Can GLP Profiling be used to 'Time to Market'?
- Cash Flow Manager
- Compliance checking with SmartCheck
- How we provide the tools so you can protect yourself with your clients