Entities within AdviceOS

Entities within AdviceOS

Introduction

The two webinars below are a 2 Part series looking at how to manage Entities within AdviceOS, initially with the creation and management of the entities and then incorporating these entities into modelling within Cashflow & Capital.

Entities (Part 1) - Introduction

The below webinar will take you through:
  1. Adding entities in Fact Find versus Cashflow and Capital, and when to use one over the other
  2. Adding associates and members to the entity
  3. How to add a recommendation in Total Portfolio Analysis for an entity
  4. How to include an entity in Cashflow and Capital scenario’s (please note, this webinar does not include strategy modelling)



Entities (Part 2) - Case Study

The following live webinar focuses on how to implement common entity modelling startegies within Cashflow & Capital and getting this modelling into an advice document.


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