From the Client Portal, clients have access to a number of Calculators that they can use to check their financial position and help decide their goals.
These calculators are:
Borrowing Power calculator
Mortgage Repayments calculator
Refinance calculator
How to get debt free years faster
If on any of these calculators, your client clicks the "Email me this calculation" button, then a copy of the calculator details will also appear in the client's Profile within Trail - You, as the adviser, will be able to see what numbers that your client was working with when they clicked that button:
