Professional Edition
Client Data Entry

  Enter the client's financial
   profile in each of the different
   areas.

   For example, enter
   assets and the asset
   allocation by clicking on
   "Assets".

   "Retirement Strategies" is
   where you will define
   retirement income goals and
   the decision rules to achieve
   them.

   You may also specify market
   return assumptions unique to
   each client.

   When you are done, save the
   profile for later use.