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Gilli
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Creating Projections
Best practice is to ensure all the individuals, entities and goals for the client group are added...
Overview
Projections are used to record where you forecast account values to be over time. If these foreca...
Account Balances
Description Lists all assets and liabilities for a client group. By default the filter is set ...
Are you still covered?
Description This dashboard reports on a client insurances relative to insurance needs, while als...
Usage
Key dates are used for any items or events that don't fit neatly into a strategy, goal, or things...
Recently Created Chapters View All
Projections
Details about adding and using projections
Key Dates
Instructions on how to utilise key dates and deal with certain scenarios
Goals
Instructions on how to utilise goals and deal with certain scenarios
Strategies
Instructions on how to utilise strategies and deal with certain scenarios
Insurances
Details about managing insurances in Beegle
Recently Created Books View All
Privacy and Security
Beegle's approach to security and privacy
Features and Usage
Guides and details on particular features and records in Beegle
Billing & Subscriptions
Details about managing billing and subscriptions
User & Login Management
Details about managing user privileges and login credentials
FAQ
List of frequently asked questions