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Chapter 6: Entering client data
Advisors screen
The Advisors screen is used to enter the information regarding the clients’ professional advisors. By default, your name
is entered as the first advisor. You can override this data if you wish.
This screen must be filled-out separately for each advisor. Use the spin control arrows (
different advisor input screens.
) to navigate to
Note: This screen is only available in Comprehensive and Detailed Cash Flow analysis modes.
Client Data category – Personal Data screen – Advisor Data button – Advisors screen
How do I enter the clients’ personal information?
n
Enter the clients’ advisor information in the applicable fields, and then click Close.
How do I delete an advisor?
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Using the spin control, navigate to the advisor you want to delete, and then click .
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