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Advizr Inputs Guide

Trouble finding where to input something? This article should help!

inputs1

Client data is entered under the Profile header. Here's what goes where:

  • Personal Info: Name, year of birth, gender
  • Goals: What your client wants to achieve for example retirement or a home purchase or education funding etc.
  • Accounts: Bank accounts, retirement accounts, investment accounts, annuities
  • Other Assets: Business assets, real estate assets, pensions or other assets such as jewelry and art
  • Equity Compensation: The client's equity compensation information such as ISO's, RSU's and NQSO's.
  • Trusts: Any revocable or irrevocable trust that is relevant to your client
  • Insurance: Insurance policies such as life, disability and long term care
  • Income: Income such as employment, business, real estate, social security or other
  • Taxes: Filing status and state of residence
  • Expenses: Your client's expenses
  • Risk Tolerance: The level of investment risk you deem appropriate for your client.