-
Underneath the Settings subheading, you’ll find the allocation codes. On the allocation codes list page, you can edit the default percentage amounts, which are set to zero by default. Once you update the default percentages, any allocation you se...
-
On the preferences page you can upload a logo. The logo will be displayed in the upper left-hand side of your screen. Once uploaded it will be displayed on all the pages in SIPS and it will be included in the final report. After uploading a logo i...
-
You can access the preference page through the settings button. On the preference page you can update your password, enter your email address, and provide your company’s contact information. The company's contact information that you have provide...
-
After inputting all the client information into SIPS, the system will create a basic planning scenario. Below is an explanation of what each column represents in a basic planning scenario. Step 1: Scenario: This text box shows the scenario...
-
Underneath the settings subheading you can go to the allocation codes page. On this page you can edit many different items with the allocation codes. Below is a step by step guideline for changing the colors of the allocation codes. Step 1: L...
-
Last Updated: 12/06/2024
in Your Case List
Below is the step-by-step guideline for accessing your case list and accessing a case from the log in page. Step 1: Logging In: Log into SIPS. Step 2: Welcome Page: To navigate to the Your Case List screen, you have two option...
-
Below are the step-by-step guidelines for adding a basic new case into SIPS. Before entering a new case, ensure you have the necessary information, including the client’s demographic details (name and age) and financial data (income and assets). ...
-
Last Updated: 12/06/2024
in Client Dashboard
This page in SIPS provides the disclosure policy for running a hypothetical report. The content here corresponds with the notes page when using the report feature. Below are step-by-step instructions for opening and viewing the disclosure page. ...
-
In the structured income plan the Planning Horizon Timeline controls the timeline for the plan. The default is set for 16 years out for all clients. The timeline range starts at 16 years and the selections are by four-year increments. The shorte...
-
Within SIPS you can reset your password through the settings options. Below is a step-by-step guideline on resetting your password through the settings option. Step 1: Login: Log into SIPS. Step 2: Settings: Click on the Setting header...