Data Entry Wizard

The Data Entry Wizard is a client friendly data entry process composed of 6 Steps, covering 24 questions. Each question focuses on an individual aspect of client data and includes a quick description of the required data. Navigation To navigate through the Data Entry Wizard, use the ‘Next’ and ‘Back’ buttons located on the left hand side of the Wizard screen. The buttons will take you through each of the 6 steps and 24 questions. To jump to a specific planning step, select it from the left hand side of the Wizard screen. Navigate between the questions of a step by selecting any of the tabs across the top of the Wizard screen. These tabs will change depending on the step you are currently viewing. Entering Data Data Fields - To enter client data, type directly into any highlighted field. To avoid possible ‘#Value’ errors, be sure the data entered reflects the format of the cell. Entering text into a numeric cell can cause ‘#Value’ errors in the calculations. Date Fields - To enter Dates it is suggested you use the same format established in your system settings, for example “dd/mm/yy” or mm/dd/yy”. You can also choose to enter dates as "mmm dd, yyyy" and allow your computer to automatically determine the correct format, for example Jan 01, 2011. Age Fields - Some age fields allow you to enter either a numeric value for the age of the client or a predetermined value from a drop down. Entering text that is not included in the dropdown may cause ‘#Value’ errors. Single Clients - The Razor is defaulted to build an analysis for a pair of clients each time you start a new client file. To build an analysis for a single client, simply delete the spouse’s name and date of birth. The software will then alter all reports to include only one client. Preparing the Analysis - The first 5 steps of the Wizard will guide you through entering all client data and specifying Plan Assumptions. Step 6 finishes the process by preparing the financial analysis and automatically taking you to the Reports screen. From here you can review the Financial Opportunity Analysis and select which documents to print.

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