How To...
- SmartSOA - Create a Statement of Advice
- Submitting an SOA Request
- Client Dealings
- Objectives, Goals and linking to reason for advice
- How the Advance Risk Insurance calculator works
- File storage made easy
- What is Linked Income
- See the full picture of your clients.
- Full CUSTOMIZABLE TEMPLATES in workflow
- Compare Investments within Smart Compare V2.4
- How to Switch between client partner files
- Account Summary Page - Financial Objectives
- How to use Work Flow
- How to access Centrelink Age Pension Information
- How to access technical notes for use within SmartCals
- How to calculate Employment Termination Payments (ETP)
- How to calculate TPD deductible proportions
- How to access ABP Centrelink Deductibles
- How to access Employment Termination Payments (ETP) data
- How to monitor economic data shifts
- What is SmartCalcs?
- Rolling reporting on top 100 stocks
- Researching external sites and management
- How to manage a Main Contact (MC)
- Open Time Tracker Tab
- How to Store and Add Investment options as your Favorite
- How to use the system to reduce your workload
- What is the ICAM engine within the system
- How our CRM functions work
- How to use the Estate Planning option