Dashboard

Instructions

We know that it is hard to review your client's information on the spot, while they are watching you.

Lets get started.

Below we have a set of instructions to launch your balance sheet and get you started.

Launch Questionnaire

(Getting started with the balance sheet)

Have a read of the options and click on the link that will help you to get started.

Your portal questionnaire launch.png

Getting started

Step by step

instructions

Overview

Our onboarding video

Your portal questionnaire launch balance
assets and liabilities.png

Attach a debt

to an asset

Step by step

instructions

Copy balance sheet

Model the other side's offers by copying your client's balance sheet over.

Your portal questionnaire launch balance

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Financial separation simplified.

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