D - Accounts
Accounts Overview - Modelling v Tracked Accounts
There are two types of accounts in the Prospera system. 1. Modelling Accounts; and 2. Tracked Accounts Modelling Accounts: Modelling Accounts are the accounts we set up on the Accounts page within our model. Modelling Accounts are ...
Strategic Accounts Modelling and Conditional Account Transfers (Flow of Funds)
When looking to the strategic aspect of modelling your clients, at Prospera we believe one of the keys to improving the financial position of your clients is to incorporate a more efficient cashflow structure. By flowing all surplus cashflow ...
Creating Accounts
The Accounts section represents the initial building blocks of a client financial model, here the client's loan and bank account structures are set up. The Accounts section is broken down into three key panels: Error Messages - Messages are displayed ...