SIPS 2014 Tutorials

Asset Allocation Module

Overview of Asset Allocation Module

How to add current accounts to SIPS income plan

How to add accounts from income plan to Asset Module

Cash Flow and Taxes Module

Overview of Cash Flow and Taxes Module

Structured Income Plan Module

Overview of the Structured Income Plan Module

Income Plan – Manage Account Details

Income Plan – Scheduling Income

Income Plan – Other Incomes

Income Plan – Adding Target