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How to use the software
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Income InSight
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Financial terms explained
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Compliance
Financial questions explained
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Compliance
Financial terms and questions explained
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Financial questions explained
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What does the software analyze?
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Help Center
Income InSight
How to use the software
Software
Income InSight
Compliance
Financial terms explained
How to use the software
Social Security Timing
Compliance
Financial questions explained
How to use the software
Tax Clarity
Compliance
Financial terms and questions explained
How to use the software
SmartRisk
Compliance
Financial questions explained
Understanding the Reports
What does the software analyze?
Model Portfolios
Marketing
Training & Support
Training
Support
Customer Success
Pricing
How do I enter my client's income into Income InSight?
From the client information screen, click on their incomes folder, then click add income.