Advice Designer

How review, navigate and edit the 'About You' section

Review Authoring: About You

How to add a Review Summary to the review and presentation

Review Authoring: Review Summary

How to add, edit, and manage client goals within the Review Authoring workflow

Review Authoring: Goals

Review Authoring: Strategies

How to add Estate Planning Review to a Review

Review Authoring: Estate Planning

How to manage insurance commentary and policies within the Review workflow

Review Authoring: Insurance

Where to validate Investment (IPS) data points in Xplan

Review Authoring: Investment (Validation)

How to add and configure market commentary within the Review workflow

Review Authoring: Market Commentary

How to include Xtools+ projection tables and charts in the review document and/or presentation

Review Authoring: Modelling

How to access and navigate Review Presentation

Review Authoring: Presentation

How to change the components of an existing Review

Adjust an existing Review

Send your published Review documents to Xplan as a file note

Review: Export Content (Xplan)

Send your published Review documents to your client's myprosperity

Review Authoring: Export Content (MyProsperity)

Send your published Review documents to a client's Worksorted profile

Review Authoring: Export Content (Worksorted)

Review Presentation - Navigation

How to exclude specific accounts from all Investment sections when creating a review, or update the exclusions on a review that already exists.

Excluding Accounts from Investments

Create, Author, Present and Publish Reviews

Reviews

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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