This comprehensive suite of features empowers advisors to craft a unique and personalized financial journey for each household. From fine-tuning calculation assumptions to selecting the colors for graphs, it's all in your hands.
These personalized settings enable advisors to define default parameters for their plans, including market assumptions, report templates, and more. It's the key to tailoring the planning process while remaining efficient.
Team Managers have the authority to invite and manage permissions for both internal and external team members, oversee license payments, and facilitate seamless plan transfers between team members.