Online Training video - Introduction to Cashflow and Capital Modelling
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Introduction to Cashflow & Capital
Cashflow and Capital is a comprehensive modelling tool that Midwinter provides Users of AdviceOS who wish to capture their clients entire circumstances, including all income, expenses, assets, liabilities and insurances. It can capture information on ...
Online Training Video - Introduction to Omnium
Online Training video - Generating Advice Documents
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. ...
Superannuation
Introduction In the Super menu you can view your client's amalgamated superannuation balances into one single value to help model strategies around building wealth into retirement. You can locate the Super section by navigating to Modelling > ...