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Features Pricing Integrations Testimonials Resources Support Blog TV
United Kingdom Ireland
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Support
Client profile
Support
Client profile
Client Profile
What is the Client Profile?
What's new?
How to update the Client Profile
How can I get my existing Calculator and Data Capture Form data into the Client Profile?
Data I didn't enter has appeared in the Client Profile. How?
How do I export data from Client Profile into the Cashflow Modeller?
Create a Net Worth Statement
How can I add Contributions & Withdrawals? How do they work?
Adding personal details
Who can create and edit notes?
How can I add valuations?
How we eliminate duplication of incomes & expenses
Does updating data affect any existing forecasts?
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Client profile
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