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Understanding how Statements analyses are organized

Understand the purpose of Statements and how to review the analyses available for a client.

Statements contains current-position analyses for a client. It is separate from Financial Insights, where advisors build and compare future scenarios.

Review the available analyses

  1. Open the client.

  2. Go to Statements.

  3. Review the analysis names shown for that client.

  4. Open the analysis that matches your question.

  5. Note the displayed date and read each result using its on-screen label.

Statements results are generated from client information. If a source fact is wrong, review the relevant Evaluation or Family Info entry rather than treating Statements as a data-entry area.

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