Advice Designer

A list of fields that can be templated as a User, Workspace, Licensee and Organisation level

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Plan Authoring: Scope Areas

How to import Advice Tools into your plan

Plan Authoring: Import a Risk Researcher, Wealthsolver or Xtools+ Scenario

How to navigate a Risk Researcher scenario within Advice Designer

Plan Authoring: Risk Researcher

How to navigate a WealthSolver scenario within Advice Designer

Plan Authoring: WealthSolver

How to add projection tables and chart in the document, appendix and presentation

Plan Authoring: Viewing and Including Projections & Charts in Body, Appendix or Presentation

Using Xtools+ projections and charts modelling preferences within Plan Authoring

Plan Authoring: Xtools+ Modelling Preferences

How to use Compare Charts in the Plan Authoring

Plan Authoring: Xtools+ Compare Charts

How to add an Advice Outline to the plan and presentation

Plan Authoring: Adding Advice Outline

How to change the Authority to Proceed wording

Plan Authoring: Authority to Proceed

How to link supporting documents to your plan and presentation

Plan Authoring: Supporting Documents

How to Link an Fact Sheet to your Strategy for Presentation purposes

Plan Authoring: Link a Fact Sheet

How to Link an Educational Video to your Strategy for Presentation purposes

Plan Authoring: Link a Video

How to view supporting documents in the presentation

Plan Presentation: Supporting Documents

Plan Presentation: View Plan Presentation

Plan Authoring: Archive a Plan

How to export your plan documents to Xplan

Plan Authoring: Export Content (Xplan)

How to export your plan documents to myprosperity

Plan Authoring: Export Content (myprosperity)

How to export your plan documents to Worksorted

Plan Authoring: Export Content (Worksorted)

How to generate your Statement/Record of Advice document

Plan Authoring: Document Generation

Create, Author, Present and Publish Plans

Plans

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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.

Connect your stack

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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