References
Listed below is all the known content in the system that links to this item.
Explanation of fields
Many of the fields for Strategies are intuitive. Following is a list of fields that either requir...
How are you tracking?
Description This dashboard displays progress towards a client's goals. More specifically, the ...
Explanation of fields
The fields are relatively self explanatory. Those that impact dashboards, reports or require addi...
Usage
Strategies are used to record any financial strategies recommended for a client. Typically, these...