by Advisor Controls | Oct 29, 2024 | Advanced Planning
If at any point you’d like to share your client data with another advisor, you can navigate to the clients dashboard, and click the “…” actions menu, which will give you the option to ‘export’ your client data. To import shared client data into your...
by Advisor Controls | Oct 29, 2024 | Advanced Planning
When entering Social Security for your clients, you can use Advisor Control’s patented Social Security Strategy grid to determine which start ages may provide the most benefit. First, enter monthly benefit amounts at full retirement age (or turn on the ‘estimate from...
by Advisor Controls | Oct 29, 2024 | Advanced Planning
You’ll notice at the top of your screen that your client’s active planning scenario is set to “Current Situation” by default. Your client’s ‘Current Situation’ data must be entered prior to creating any proposed scenarios. Your client’s “Current Situation” should...
by Advisor Controls | Oct 29, 2024 | Advanced Planning
Once your clients Current Situation has been built, you’re ready to move into the Proposed Planning process. You can add a new proposed scenario at any time by clicking the ‘plus’ icon next to your active scenario dropdown, or by navigating to the ‘Manage Scenarios’...
by Advisor Controls | Oct 29, 2024 | Advanced Planning
Unlike other conceptual, case-based planning tools that Advisor Controls has created in the past, the Advanced Planning platform is ‘Client Based’ — which means that all current and proposed scenarios will be managed from a single Client file. To create a new plan,...
Recent Comments