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Structured Income Planning System (SIPS)Structured Income Planning System (SIPS)
  • Features
    • Asset Allocation and Risk Management
    • Cash Flow and Taxes
    • Structured Income Planning
  • Tutorials
    • SIPS RPS Tutorials
    • Knowledge Center
  • Purchase
  • Free Trial

Tutorial: Client Info – Initial Incomes

Home Tutorial: Client Info – Initial Incomes

The Client Information tutorials will focus on relevent information to collect on the client.  This module also focuses on the clients initial incomes.

Customer info - Initial Income - screen-shot

Discovery Tutorials

Client Info - Basic Data and Initial Incomes

Client Info - Current Assets

Goals and Objectives

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