Financials - The Adviser Insights

Once your client has completed the financials activity, it's time to review their report.

Navigate to the client you wish to view. On the client page either click on the 'financials' tile, or navigate to the bottom left tab 'goals and preferences'.

Here you will see a summary of their financial statement, when discussing this with a client you can select 'edit' in the bottom right to make any adjustments following your conversation.

Select 'view report' to open the PDF Financials Report. You can download this or print this out for your files, and also share a copy with your clients.