Financial Planning
Here you can learn how to use Financial Planning on the Wellnex CRM (Summary). https://www.youtube.com/watch?v=QCQXrupH6-g&list=PLOnlrqYrJ...
Fri, 23 Jul, 2021 at 1:32 PM
Learn how to use Revenue feature in Financial Planning. https://www.youtube.com/watch?v=RN9PJCxtrqQ&list=PLOnlrqYrJUawC1AP6rIVBiXy2_IK9HwV7&inde...
Fri, 23 Jul, 2021 at 1:33 PM
Learn how to use Expense feature in Financial Planning. https://www.youtube.com/watch?v=dkQa9w4-9Go&list=PLOnlrqYrJUawC1AP6rIVBiXy2_IK9HwV7&inde...
Fri, 23 Jul, 2021 at 1:35 PM
Learn how to use Assets feature in Financial Planning. https://www.youtube.com/watch?v=jpJ41RYGfU4&list=PLOnlrqYrJUawC1AP6rIVBiXy2_IK9HwV7&index=2&...
Fri, 23 Jul, 2021 at 1:36 PM
Learn how to use Future planning feature in Financial Planning. https://www.youtube.com/watch?v=sLeZW4RhGZE&list=PLOnlrqYrJUawC1AP6rIVBiXy2_IK9Hw...
Fri, 23 Jul, 2021 at 1:37 PM
Learn how you can do a proper KYC (with recommendations) and send to your members. https://www.youtube.com/watch?v=EEI4xtjFMTk&list=PLOnlrqYrJUax...
Fri, 23 Jul, 2021 at 3:31 PM
Discover how you can design your own KYC / FInancial Planning with your own brand. Learn how you input your watermark on the KYC. https://www.youtube.co...
Fri, 23 Jul, 2021 at 3:33 PM
Discover how you can download and send the KYC / Fact Find Form to your clients. Learn how your clients can view his/her full reports. Watch a short...
Fri, 30 Jul, 2021 at 12:48 PM