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Contents | Index

• AdviceOS Training Manual
• Getting Started
  • Accessing AdviceOS
  • Settings
  • Licensee and practice configuration
• Client Management
  • Create Client
  • Edit Client
    • Personal details
    • Commission/fee data for a Fee Disclosure Summary
    • Disclosure and Opt-in Management
    • Compliance and Notifications
      • Identification details
      • Notifications
    • client summary
    • Contact Details
    • Objectives
    • Employment and Estate Planning
    • Personal Assets and Liabilities
    • Super, pension and investments
      • Adding details to the Superannuation structure
      • Portfolio Builder
    • Income and Expenses
    • Insurance
    • Entities
    • Custom fields
    • Relationships
  • Write file note
  • Send Email
  • Create Task
  • Client records
• Modelling
  • Strategy
    • Contribution Optimiser
    • Needs Analysis
    • Cashflow and Capital
      • Inputs
      • Outputs
    • FundsBase
    • Advanced Admin
      • Group management

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