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
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: