Insights Core supports financial planning plus tax, estate, and insurance insights for personal accounts and common assets such as RRSPs, TFSAs, a home, and a mortgage.
Insights Pro includes Insights Core and adds corporation and family trust modelling, the corporate chart, and related corporate tax and estate insights.
Review the choices shown
Open the client.
Select Evaluations.
On Select an Evaluation, review the Insights Core and Insights Pro choices.
Choose the Evaluation you need to complete, then complete the sections shown.
Corporation and family trust sections require Insights Pro. If an expected choice or section is unavailable, contact Planworth Support with the workspace, client, choice shown, and missing section.
In Assumptions, Base Assumptions is the name of a settings tab. It is not a subscription tier.