©Copyright Wealthcare Capital Management, a division of Financeware, Inc. 2003 All rights reserved P r o v i d i n g W E A L T H C A R E Financeware Uploading.

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Presentation transcript:

©Copyright Wealthcare Capital Management, a division of Financeware, Inc All rights reserved P r o v i d i n g W E A L T H C A R E Financeware Uploading and Wealthcare Status Reports Phillip Knotts Director of Training Wealthcare Capital Management

©Copyright Wealthcare Capital Management, a division of Financeware, Inc All rights reserved P r o v i d i n g W E A L T H C A R E PAGE 2 General Overview Today, we will cover the following topics: » Updating Account Balances » Batch Uploads » Manual Entry » Generating and Reviewing Status Reports

©Copyright Wealthcare Capital Management, a division of Financeware, Inc All rights reserved P r o v i d i n g W E A L T H C A R E PAGE 3 Uploading Account Balance Basics » Your Client Must Have A Household ID

©Copyright Wealthcare Capital Management, a division of Financeware, Inc All rights reserved P r o v i d i n g W E A L T H C A R E PAGE 4 Uploading Account Balance Basics » Your Client Must Have A Plan

©Copyright Wealthcare Capital Management, a division of Financeware, Inc All rights reserved P r o v i d i n g W E A L T H C A R E PAGE 5 Uploading Account Balance Basics » Your Plans Must Have Account Numbers

©Copyright Wealthcare Capital Management, a division of Financeware, Inc All rights reserved P r o v i d i n g W E A L T H C A R E PAGE 6 Uploading Account Balance Basics » Comma Separated File Format (.CSV)

©Copyright Wealthcare Capital Management, a division of Financeware, Inc All rights reserved P r o v i d i n g W E A L T H C A R E PAGE 7 Uploading Account Balance Basics » Comma Separated File Format (.CSV)

©Copyright Wealthcare Capital Management, a division of Financeware, Inc All rights reserved P r o v i d i n g W E A L T H C A R E PAGE 8 Uploading Account Balance Basics » Batch Upload for All Clients

©Copyright Wealthcare Capital Management, a division of Financeware, Inc All rights reserved P r o v i d i n g W E A L T H C A R E PAGE 9 Uploading Account Balance Basics » Batch Upload for All Clients

©Copyright Wealthcare Capital Management, a division of Financeware, Inc All rights reserved P r o v i d i n g W E A L T H C A R E PAGE 10 Uploading Account Balance Basics » Batch Upload for All Clients

©Copyright Wealthcare Capital Management, a division of Financeware, Inc All rights reserved P r o v i d i n g W E A L T H C A R E PAGE 11 Uploading Account Balance Basics » Batch Upload for All Clients

©Copyright Wealthcare Capital Management, a division of Financeware, Inc All rights reserved P r o v i d i n g W E A L T H C A R E PAGE 12 Manual Account Balance Updates » Edit Holding History

©Copyright Wealthcare Capital Management, a division of Financeware, Inc All rights reserved P r o v i d i n g W E A L T H C A R E PAGE 13 Manual Account Balance Updates » Edit Holding History

©Copyright Wealthcare Capital Management, a division of Financeware, Inc All rights reserved P r o v i d i n g W E A L T H C A R E PAGE 14 Updating Account Balances » Batch Upload ».CSV Files » Export from Centerpiece® » Update Values Manually

©Copyright Wealthcare Capital Management, a division of Financeware, Inc All rights reserved P r o v i d i n g W E A L T H C A R E PAGE 15 Generating A Status Report

©Copyright Wealthcare Capital Management, a division of Financeware, Inc All rights reserved P r o v i d i n g W E A L T H C A R E PAGE 16 Generating A Status Report

©Copyright Wealthcare Capital Management, a division of Financeware, Inc All rights reserved P r o v i d i n g W E A L T H C A R E PAGE 17 Comfort Assessment » Current Comfort Level (Present Tense) » Goal Recap

©Copyright Wealthcare Capital Management, a division of Financeware, Inc All rights reserved P r o v i d i n g W E A L T H C A R E PAGE 18 Wealthcare Analysis » Decisions Dashboard » Progress Points » Managed and Unmanaged Accounts » Dollar Range for UNCERTAIN and SACRIFICE zones

©Copyright Wealthcare Capital Management, a division of Financeware, Inc All rights reserved P r o v i d i n g W E A L T H C A R E PAGE 19 Wealthcare Analysis » 5 Year Snapshot » Progress Points » White Space Due to: » Plan Creation Date » Goal Changes

©Copyright Wealthcare Capital Management, a division of Financeware, Inc All rights reserved P r o v i d i n g W E A L T H C A R E PAGE 20 Update Form » You Valued » Jamaica » Early Retirement » Education » Worksheet » Managed Assets » Held Away Assets

©Copyright Wealthcare Capital Management, a division of Financeware, Inc All rights reserved P r o v i d i n g W E A L T H C A R E PAGE 21 Life Changes » Priorities Change? » Goals Change? » If So, It’s OK!

©Copyright Wealthcare Capital Management, a division of Financeware, Inc All rights reserved P r o v i d i n g W E A L T H C A R E PAGE 22 Questions? Please contact your Wealthcare Specialist or someone on our Support Team. Phone: For more on uploading account balances, click on the following link to download the tutorial.