| user.account_allocations |
Account asset allocation |
| user.wealthica_ignored |
Accounts and Loans ignored from Wealthica |
| user.add_loan |
Add a loan |
| user.add_client |
Add client |
| user.add_account |
Add/Edit Account |
| user.rdsp |
Add/Edit an RDSP |
| user.add_child |
Add/Edit children |
| user.add_expense |
Add/Edit Expenses |
| user.add_income_ccpc |
Add/Edit Income |
| user.add_income |
Add/Edit Income |
| user.add_cpp |
Add/Edit OAS and CPP/QPP |
| user.add_property |
Add/Edit Real Estate Properties |
| user.add_saving |
Add/Edit regular or lump-sum Saving/Withdrawal to/from account |
| user.rental_income |
Add/Edit Rental |
| user.add_revenue |
Add/Edit revenue |
| user.add_ccpc |
Add/Edit small business (CCPC) |
| user.future_property |
Add Future Real Estate Property |
| user.add_investment2 |
Add Investment |
| user.edit_profileTM_client |
Additional information |
| user.edit_profileTM |
Additional information for the time machine |
| user.add_rate |
Add rate |
| user.amortize |
Amortize Loan |
| user.edit_cash |
Cash Investment |
| user.edit_ccpc |
CCPC notional accounts |
| user.time_machine_ccpc |
CCPC TIME MACHINE results |
| user.advisor_change_rates |
Change expected returns by their asset classes for all investments in all client accounts. |
| user.change_rates |
Change expected returns for all investments by their asset classes |
| user.change_rates_account |
Change expected returns for all investments in this account by their asset classes. |
| user.time_machine_legacy_review |
Choose your legacy |
| user.list_clients |
Client list |
| user.edit_loan_CMHC-FTHBI |
CMHC First Time Home Buyer Incentive |
| user.scan_confirm |
Confirm SCAN parameters |
| user.copy_account |
Copy account to client |
| user.merge_accounts |
Copying and merging accounts |
| user.edit_cpp_table |
CPP/QPP Table |
| user.edit_loan_CC |
Credit card |
| user.pension_income |
Defined Benefit Pension Plan |
| user.dcpp |
Defined Contribution Pension Plan (DCPP), Pooled Registered Pension Plan (PRPP) or Deferred Profit Sharing Plan (DPSP) |
| user.add_dependent |
Dependents |
| user.time_machine_years |
Detailed cash-flow report |
| user.list_distributions |
Distributions |
| user.edit_allocation |
Edit allocation |
| user.annuity_income |
Edit Annuity income |
| user.edit_investment |
Edit Investment |
| user.edit_profile |
Edit Profile |
| user.edit_investment_option |
Employee Stock Options |
| user.fhsa |
FHSA: Tax-free First Home Savings Account |
| user.account_allocations_future |
Future account allocations |
| user.hbp |
Home Buyer's Plan |
| oauth.wealthica_link_investments |
Identify previously entered accounts, investments and loans |
| oauth.wealthica_link_loans |
Identify previously entered accounts, investments and loans |
| oauth.wealthica_link_accounts |
Identify previously entered accounts, investments and loans |
| user.list_incomes |
Incomes |
| user.rdsp_years |
Information required to determine potential carry-forward grants and bonds |
| user.list_investments |
Investments |
| user.list_deleted_investments_entries |
Investments present in saved scenarios |
| user.joint |
Joint accounts |
| user.lifeevents |
LIFE EVENTS |
| user.list_insurance |
Life Insurance Policies |
| user.edit_loan_INTONLY |
Line of credit |
| user.lira |
LIRA/LRSP/LIF/LRIF |
| user.list_accounts |
List Accounts |
| user.list_loans |
List all loans |
| user.list_allocations |
List allocations |
| user.list_client_accounts |
List Client Investment Accounts |
| user.list_properties |
List of Real-Estate Properties |
| user.stop_loan2 |
Loan Modification and Prepayments |
| user.add_senior |
Low income seniors |
| user.stressting |
Market crashes |
| user.market |
Market simulations |
| user.edit_investment_allocation |
Mixed invesment allocation |
| user.simulation_results |
Monte Carlo simulation results |
| user.other_income |
Other Income |
| user.list_leaves |
Parental leaves |
| user.permanent_insurance |
Permanent insurance Illustration |
| user.portfolio_optimization |
Portfolio optimization |
| user.preferences |
PREFERENCES |
| user.advisorpreferences |
PREFERENCES |
| user.spousal_loan |
Prescribed-rate loan for funding spouse account |
| user.proptaxtable |
Property tax deferral loan |
| user.proptaxloan |
Property Tax Deferral Loan |
| quicktt.userquick |
Quick Entry Form |
| quicktt.advisor |
Quick Entry Form |
| user.list_rates |
Rates, Yields and Currencies |
| user.rebalance |
Rebalance |
| user.f_resp |
Registered Education Savings Plan (RESP) |
| user.renew_rate |
Renew rate |
| user.time_machine_inputs |
Report |
| user.resp |
RESP |
| user.list_all_investments_entries |
Review and Update all Investments |
| user.time_machine_review |
Review data and run the TIME MACHINE |
| user.rrsp |
RRSP/RRIF |
| user.saved_runs |
Saved TIME MACHINE results |
| user.save_run |
Save TIME MACHINE results |
| user.scan_runs |
SCAN runs |
| aibp.query_index |
Search all the MoneyReady documentation with OpenAI |
| user.change_rates_long |
Set Long-Term expected rates of return by asset class |
| user.get_prioritieslimits |
Set Priorities and Limits for Deposits and Withdrawals |
| user.setup_scan |
Set up SCAN |
| user.quicktt |
Simple retirement calculator. |
| user.quicktt_new |
Simple retirement calculator. |
| user.simulation |
Simulation |
| user.cashflow |
Summary cash-flow report |
| user.taxcalculator |
Tax estimator |
| user.edit_loan_AMORT-FC |
Term loan - Fixed rate - Closed |
| user.edit_loan_AMORT-FO |
Term loan - Fixed rate - Open |
| user.edit_loan_AMORT-VC |
Term loan - Variable rate - Closed |
| user.edit_loan_AMORT-VO |
Term loan - Variable rate - Open |
| user.user_dashboard |
The Dashboard |
| user.advisor_dashboard |
The Dashboard |
| user.user_dashboard_client |
The Dashboard |
| user.VPWcalculator |
The MRA's Variable Percent Withdrawal Calculation |
| user.time_machine |
Time Table |
| user.TMVcalculator |
Time Value of Money Calculator |
| auth.two_factor_setup |
Two factor authentication |
| user.file_update |
Update investments using a spreadsheet |
| user.ira |
U.S. Individual Retirement Arrangements |
| user.add_ssa |
U.S. Social security |
| user.edit_ssa_table |
U.S. Social Security Table |
| user.time_machine_year |
Year report |
| user.princ_resolve |
Years for which the principal residence exemption is applicable to a property |