PDF Version| Data Entry |
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There are three ways to enter or change data within The Razor; The Wizard, Data or Chart. These 3 areas are all accessible through the View menu of the Ribbon. The Wizard will guide you through the data entry process and provide a description of the data entry required. The Data screen contains all data entry points and planning notes within the software. The Chart screen (Financial Planning Analysis) allows an advisor to adjust, alter or solve client data while simultaneously viewing the results. This allows you to see how changes in the client’s situation will affect all aspects of the analysis. |
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