This training guide will demonstrate how to set preferences within Settings. The Settings option allows the user to customize aspects of the system.

Transcription

1 This training guide will demonstrate how to set preferences within Settings. The Settings option allows the user to customize aspects of the system. From the upper right corner, click Settings. 1. General Preferences: Specify to include data of shared clients on Home Page. Specify to include news of Top Movers in Financial Feed found on Home Page. Specify to show years or ages when displaying graphs. Choose to send an auto generated notification to a client about the activation of their client website. Choose to include logo and contact information within this auto generated See Sharing Rules user guide. 1 Settings Editing Preferences

2 3. See Alliance Partners user guide. 4. Alerts Select HTML or Text Format for alerts Set up the timeframe for automatic alert deletion. 5. Client History a. Automated Capture Select the events to capture, then click Save. 2 Settings Editing Preferences

3 Please note: The Automated Capture tab provides checkboxes where users can select system events to automatically capture and record. The following automated system events are available for capture: 1) Alert Triggered: selected by default; a record is created whenever a system alert is triggered. 2) Task Completed: selected by default; a record is created if a task s status changes. 3) Client Website Status Changed: selected by default; a record is created when the client website is created or disabled. 4) Mobile Website Status Changed: a record is created when a client s mobile website is enabled or disabled. 5) Alliance Partner Setup: selected by default; a record is created when an Alliance Partner is added. 6) File Uploaded to Vault: selected by default; a record is created when a client uploads a file to the vault. 7) Connection Added: selected by default; a record is created when a client creates a connection via the client site. b. The Custom Types tab within the Client History preference area displays a listing of the pre- 3 Settings Editing Preferences

4 defined types. Use the free form text box to create new types, which will be available for other users within the editor s office. Both a Type and Sub-Type must be entered to create a custom type. Pre-defined types are not editable and cannot be deleted. To delete a custom type, select the type and the associated sub-type to delete. After adding Custom Types click Save or Done. 6. Branding gives the advisor the ability to upload a custom logo and a mobile bookmark to the system. Please refer to Advisor Branding user guide for more information. 7. Fact Finder Defaults will help streamline the data entry process. 4 Settings Editing Preferences

5 Please Note: - This functionality is only available in the Advisor Role. - After setting the defaults, any client added to the system from that point forward will include these default values (previously added clients will not be affected). - Default values can be adjusted on a client by client basis by editing the client specific fact finder. a. Assumptions - Miscellaneous Retirement & Death: can set default values for assumed ages of Semi-Retirement, Retirement, Retirement, Advanced Years, Probate Rate, Final Expenses, Mortality Affects on Monte Carlo simulations, and the illustration of Split Death. Z Tax Rates can set default values for Estate Tax Law, Income Tax Law, State and Local Taxes, Tax Rates for Other Heirs and IRD. 5 Settings Editing Preferences

6 Simulation can set default values for when the Simulation Starts, Core Cash Growth Rate, Minimum Asset Level for Solving Purposes, and Foreign Estate Tax Rates. 6 Settings Editing Preferences

7 Intestacy can set default values for Community Property State, Decedent s Separate 7 Settings Editing Preferences

8 Property, 1 st Dollar Amount to Spouse, and Percent of Community Property to Spouse. Use the Fees tab to establish default values for an advisor fee schedule. 8 Settings Editing Preferences

9 b. Ownership can change the default handling of asset ownership with respect to Community property. 9 Settings Editing Preferences

10 c. Social Security can set default values for the calculation of the benefit, when the benefit begins, and its index. 10 Settings Editing Preferences

11 d. Expenses 11 Settings Editing Preferences

12 The Basic tab can set default values for handling of Liabilities, Expense Growth Rates, and Liquidation Strategies. The Worksheet tab can build a default Expense Worksheet to use as a template for all clients going 12 Settings Editing Preferences

13 forward. 13 Settings Editing Preferences

14 e. Year End Savings can set a default of Save or Spend for core cash handling at year end. 14 Settings Editing Preferences