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:

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