How To...
- Creating a QuickTEXT entry via Word/Webpage sites
- Creating a Proposed Super fund or Investment Alternative
- Calculating Income Protection
- Hosting images, pictures and graphs for inclusion in SOAs
- Inserting a picture, graph or image into your SOA
- Insurance Provider Complaince Auditing by AR
- How to manage your Fee Disclosure Statements MAF & PSF
- How to create an Adviser Support staff access
- How to generate an SOA Part 1.
- How the Fee Disclosure Process is managed.
- How cash flow manager works with your clients
- How the Retirement Goal Calculator works
- Insurance Calculations
- Insurance History of Enforced and Lapsed Policy information
- Personal Guarantee inclusion within Personal Risk Cover
- Remote Auditing of an Adviser
- Store Research documents & URL links
- Supporting Document sharing
- Setting up Adviser task within Fee Disclosure Statements
- What is Risk Profiling
- What is Debt Manager?
- What is QuickTEXT