Tools & Features
Resources
Pricing Contact
United Kingdom Ireland
Login Register
Menu
Tools & Features
Resources
Pricing Contact
United Kingdom Ireland
Login Register
Menu
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?
Support
Client profile
{{article.title}}
We use cookies to give you the best online experience.
Tools & Features Pricing Integrations Testimonials Downloads Support Blog TV Login Register