Financial Insights

Understand planning results, assumptions, projections, and the Financial Insights dashboard.

19 articles

How to update an existing plan for a new year or annual reviewUpdate current client facts, review saved scenario choices, and preserve a comparison point for an annual plan review.

How to sync a scenario with Advisor SettingsUse the visible Advisor Settings sync control and verify the resulting saved scenario values.

How to set account-specific and detailed rates of returnReview scenario return settings and record a detailed account setting when that control is available.

How to add debts and other liabilitiesRecord a client's debts in the Evaluation and verify the saved liability before reviewing plan results.

How to enter salary, bonus & other incomeRecord salary, bonus, and other income in the Evaluation and verify the saved entries.

How to set pre- and post-retirement spendingReview and save the spending settings shown on one Financial Insights scenario.

How to model major expenses & one-time outflowsAdd and manage major expenses from Assumptions or Planning Inputs on one scenario.

Understanding goals: Retirement, Education, Estate, and DebtUnderstand the purpose of retirement, education, estate, and debt goals in a Financial Insights scenario.

How to set a retirement goal (including when already retired)Review retirement timing and spending assumptions for a Financial Insights scenario, including an already-retired household.

How to set an education (RESP) goalAdd an education goal to a Financial Insights scenario and distinguish the goal from the RESP account in the Evaluation.

How to set an estate or debt-freedom goalSet an estate or debt-freedom goal in Financial Insights using the controls available for the selected scenario.

How to review and update portfolio assumptions on a scenarioReview visible portfolio assumptions on the selected scenario and save an advisor-approved change.

How to model scheduled withdrawals and transfersRecord a visible withdrawal or transfer control and trace its affected years in Details.

Understanding cash-flow excess and deficiencyIdentify an excess or deficiency in one scenario and collect the settings and Details rows needed for review.

How to add a defined-benefit pensionRecord a defined-benefit pension in the Evaluation and verify the saved information before reviewing a scenario.

Understanding Financial InsightsUnderstand how Financial Insights uses scenarios, assumptions, goals, sliders, toggles, and tabs to illustrate possible future outcomes.

How to set a scenario's Base AssumptionsReview and save the Base Assumptions for one Financial Insights scenario, including its name and planning parameters.

How to add investment accountsSelect and record a client's investment accounts in the Evaluation, then verify each saved entry.

How to add real estate, mortgages & a HELOCAdd a property and its mortgage or HELOC in the Evaluation so the asset and related debt are recorded separately.