Step 1 of 5 — Complete this first
- Enter client name(s), date, and advisor at the top
- Open each asset category (Banking, Brokerage, IRAs, etc.) and add accounts
- Accounts are automatically classified into Now/Soon/Later buckets based on type
- Data saves to your browser automatically — it feeds directly into the Bucket Plan and ERP Generator
Time: ~15 minutes per client. Output: Feeds into Bucket Plan, ERP Generator, and Income Projections.
