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Entities within AdviceOS

Introduction

The two webinars below are a 2 Part series looking at how to manage Entities within AdviceOS, initially with the creation and management of the entities and then incorporating these entities into modelling within Cashflow & Capital.
 

Entities (Part 1) - Introduction

The below webinar will take you through:
  • Adding entities in Fact Find versus Cashflow and Capital, and when to use one over the other
  • Adding associates and members to the entity
  • How to add a recommendation in Total Portfolio Analysis for an entity
  • How to include an entity in Cashflow and Capital scenario’s (please note, this webinar does not include strategy modelling)

Entities (Part 2) - Case Study

The following live webinar focuses on how to implement common entity modelling startegies within Cashflow & Capital and getting this modelling into an advice document.