Articles in this section

How to Use the Financial Info?
Why can't I export my Financial Data?
What is the purpose of the Retirement Age inside Client / Spouse Profile?
Can I split a joint profile or combine two single profiles?
Does GoalsMapper uses age next birthday or age last birthday?
In joint planning, how can I tell if the plan belongs to the client or the spouse?
Why is there only joint cash savings under joint planning?
Is joint planning only for married couples? Can it be for siblings or partners?

How to Use the Financial Info?

May 10, 2023 06:53 Updated

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