Contents | Index
- A -
Adding a Beneficiary to a holding
Adding details to the investment structure
Adding details to the Pension structure
Adding details to the Superannuation structure
Adding existing insurances and insurance information
Adding file note from Main menu
Adding Future Capital Inflows and Expenses
Adding list items to drop down lists
Adding secondary contact information and bank account details
- B -
- C -
Calculate insurance needs to cover liabilities
Centrelink Aged Pension Calculator
Client group and compliance summary
Comparing insurances and calculate premiums
Configuring default SMS messages
Creating a new relationship for an existing entity
Creating or managing associates
- D -
- E -
Editing and adding existing platforms
Editing and adding recommended platforms
Employment and Estate Planning
Entering Medical Information for personal health statements
Entering or editing existing superannuation platforms
- F -
Features- Investment and Pension
- H -
- I -
Including expenses cover for Income Protection
Including expenses cover for Life, TPD or Trauma
- L -
Licensee and practice configuration
- M -
Midwinter's training and support
- N -
- O -
- P -
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Personal Assets and Liabilities
Platform and Investment Options
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- Q -
- R -
Recording and storing emails against client records from external email
- S -
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Super, pension and investments
- T -
Tasks, Pre-Set tasks and Work Flows
Taxation Analysis Strategy Details
Total Portfolio Analysis Output
- U -
Updating Budget and Annual cashflow from assets and loans
- V -
- W -