Navigation

After you log in to the site, the top frame always allows you to navigate back to your plan list. You will also have folder tabs running across your screen. Selecting a tab will easily help you navigate through your account information.

Plans
To view the plan(s) you have created, click on the "Plans" link or on the tab "Plan List".

From this screen, you can link to your plan information, create new plans, and fill out the Retirement Planner.

Plan List Headings

Working Plans

These are plans that both the Advisor and Investor can access once either is logged into the site. To create a new working plan, click the Add New Plan button.

Reporting Plans

These are plans that an Advisor has saved and protected from changes. You can make a copy of a Reporting Plan for viewing, but the original can not be altered. Plans can be moved to the reporting section by clicking the "Move to Reporting" button. To make a copy, click the "Copy" button next to the plan you would like to view.

Retirement Quizzard

These are quick input screens that will generate a complete report. They have fewer details and may later be rolled into a "full" plan by adding more detailed information. To create a new Retirement Planner (Quizzard), click the Add New Retirement Quizzard button. Many Advisors will use this tool to gather information from you as a prospective client.

Documents
If your Advisor has purchased our financefilemanager tool (ffm), documents that he or she has imported for your information or use will appear in the Documents folder. You can view these documents by clicking on the "Documents" tab and then on the name of the document you wish to view.

Plan Bids
To view the plan bids sent and received, click on the "Plan Bids" link or on the tab "Plan Bids".

From this screen, you can link to the plans you have submitted for bid, view bids submitted by advisors, create new plans, view a working plan, and fill out the Retirement Planner.

Support
The top frame of the site will remain consistent throughout your financeware.com experience. If you need help, or have questions, clicking Support will take you to a section of the site designed to help guide you through your experience using the Historical Audit and FFM. In the Support section of the site you will also find an archive of white papers published regarding topics of interest to financeware.com users, sample reports, a copy of the client profile/questionnaire, the site�s FAQs, a glossary, and an email form to send us feedback or questions regarding the site. You can also take a tour of our Professional Wealth Manager.

Home
The "Home" link returns you to the homepage, where you can access information about the tools.

Logout
Click here to log out of the system when finished. If you have the "Remember my password" checkbox marked, your user name and password will still appear in the login fields.

Add New Plan
To add a new plan to your Plan List, click the "Add New Plan" link. You will be taken to the Personal page of the Wizard, at which time you can fill in all your information to complete a new plan.

Add New Retirement Quizzard
To create a new Retirement Planner, click the "Add New Retirement Quizzard" button. This will create a new set of quick input screens to generate a completed report.

Navigation

Plans To view the plan(s) you have created, click on the "Plans" link or on the tab "Plan List".

Plan List Headings

Working Plans

Reporting Plans

Retirement Quizzard

Documents If your Advisor has purchased our financefilemanager tool (ffm), documents that he or she has imported for your information or use will appear in the Documents folder. You can view these documents by clicking on the "Documents" tab and then on the name of the document you wish to view.

Plan Bids To view the plan bids sent and received, click on the "Plan Bids" link or on the tab "Plan Bids".

Home The "Home" link returns you to the homepage, where you can access information about the tools.

Logout Click here to log out of the system when finished. If you have the "Remember my password" checkbox marked, your user name and password will still appear in the login fields.

Add New Plan To add a new plan to your Plan List, click the "Add New Plan" link. You will be taken to the Personal page of the Wizard, at which time you can fill in all your information to complete a new plan.

Add New Retirement Quizzard To create a new Retirement Planner, click the "Add New Retirement Quizzard" button. This will create a new set of quick input screens to generate a completed report.

Help The Help button opens a small window with quickly accessible descriptions of the tools on the page.