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White Belt

Terminology

GO Tour

Browser Control

Plus Button

Dashboard

Transfer Excess Income/Credits to Savings

People Owned Items

Subscription Preferences

Client Case: Apple

Yellow Belt

Plan Settings 1

Plan Settings 2

Income Tab 1

Income Tab 2

Savings Tab

Expenses Sheet

Let’s See Charts Updated - August 2020

2020 December New Releases

Charitable Contributions

Reports 1

Reports 2

Save + Add Another

Stages - NEW

Client Case: Briggs

Client Case: Clarke

Orange Belt

Investment Tab

Timing Tab

Property Tab

Pensions Tab

Steps Introduction

Detailed Information Box - Year View

Taxes Due

Real Money PDF Charts

Asset Allocation

Nil Rate Band & Residential Nil Rate Band

List View Total Costs

Rightsize - Downsize

Report Sets

Tax Total Lets See Charts

Pensions Report

Plan Start Date

Balance Sheet and Income and Expenditure

Client Case: Drake

Client Case: Edwards

Blue Belt

Notes Section

Carryover Assumptions

Rental/Investment Properties

Transfers Tab

Planned Withdrawals Tab Introduction

Insights - Investment Returns

Insights - Annual Savings

Insights - Performance

Mortgage Overpayments/Clear

Total Tax Cumulative

Insights - Lump Sum

Insights - Market Crash

Income Protection

Long Term Care

Equity Release - Line of Credit

Goal Priority Insight

Client Case: Grant

Client Case: Hart

Client Case: Jeffs

Brown Belt

Pension Crystallisations Introduction

Client Case: Financial Levers

Client Case: Icon

Client Case: Kemp

Black Belt

Legacy Tab Intro 1

Legacy Tab Intro 2

Client Case: Lamp

Client Case: Mistry

Client Case: Noble

Adviser Insights List

Adviser Insights - Introduction

Client Types

The First Year

30 Years

Informed Risk Scale

Financial Levers

Human Capital

The Hidden Magic

Back2Y 2018 - Helping Clients Behave Their Way to Wealth

Pension Lifetime Allowance

The Donut

-14% (JP Morgan – Guide to the Markets)

3 Types of Clients

I Was Thinking

Behind the Scenes – Equipment

Two Markets, A Rising Market or a Sale

Do We Blame The Weatherman for Snow?

Sell Them What They Want, Give Them What They Need

How do you see that panning out?

Financial Landmines

Complexifiers vs Simplifiers

Simplicity is the Key to Brilliance

Embrace Change

Overcomplicate for Profit

Ideal Adviser Client Relationship

Don’t Listen to Your Clients

The 3 Wrongs

How to Pitch Planning Software

The Bionic Adviser

I’m Not Concerned About That

I'm a Financial Adviser Not a Magician

Crystal Ball