From the client information screen, select either the accounts folder or the the joint non-qualified accounts folder and click add account.
New Client
- Login to the software.
- Click on Income InSight.
- Decide whether you'd like to manually add the client or import from Redtail or Veo.
- Enter your client's date of birth and life expectancy. If necessary, add dependents. Click next.
- Add accounts and upload supporting documents. Then click next.
- Add insurance and upload supporting documents. Then click next.
- Enter any incomes or pensions and upload supporting documents. Click next.
- Enter Social Security and click next.
- Review and update assumptions. Then click next.
- Enter income needs in today's dollars and click next.
- Enter any debt, then click done or run.
Current Client
- Login to the software.
- Search your client's name in the search bar or click show all clients and select the client you'd like.
- On the client information screen, select the account you'd like to update. If a folder is outlined in red, you must update the account information in order to run a report. Select the account folder you'd like to update. Modify or add any accounts, then click done.