Using Financial Wizard
Using the Financial Wizard
The Financial Wizard guides you through the entire process of creating your financial profile without having any previous experience with the product, financial training, and with no need for a manual.
The Startup Wizard removes the complexity inherent in gathering all your assets, liabilities, income and expenses. It breaks down this process into easy, well specified steps, where you only need to provide the absolute minimum amount of information required to capture your financial profile.
For instance, to capture your basic Household information, the following Tab would be invoked:
The Financial Wizard guides you through the entire process of creating your financial profile without having any previous experience with the product, financial training, and with no need for a manual.
The Startup Wizard removes the complexity inherent in gathering all your assets, liabilities, income and expenses. It breaks down this process into easy, well specified steps, where you only need to provide the absolute minimum amount of information required to capture your financial profile.
For instance, to capture your basic Household information, the following Tab would be invoked: