Generating Advice within Planbuilder
This page is a webinar presented in two parts, focusing on a case study of medium complexity from beginning to end; creating a client, updating fact find, completing product and strategy modules and then generating the advice document for the client.
Generating Advice in AdviceOS - Part 1
The focus of this webinar is around the following two areas of AdviceOS:
- Fact Find
- Product Modelling
In this video you follow a case study that looks at super switches, concessional & non-concessional contributions and a pension refresh.
Generating Advice in AdviceOS - Part 2
The focus for session 2 is around:
- Strategy modelling within Cashflow & Capital
- Planbuilder and SOA output
For detailed information on navigating each of these modules within AdviceOS, we have a number of user guides available within the Modelling section of the Help Centre.
You can also contact the Midwinter support team via email at
info@midwinter.com.au or via phone on 1300 882 938.
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