Training | RothFINDER

Model multi-year Roth conversion strategies and optimize your clients' retirement by comparing baseline scenarios against advanced conversion Roth Pathways.

Data types

  • Client
  • ConversionScenario
  • ConversionBlueprint
  • RothPathway
  • Strategy
  • StrategyScenario
  • Invite
  • Plan
  • AuditLog
  • ClientDocument
  • ClientActivity
  • ClientPortal
  • ClientQuestion
  • AdvisorNotificationPreference
  • Notification
  • ScheduledFollowUp
  • AutomatedAlert
  • VerificationToken
  • ReportTemplate
  • StrategyDeclineEvent
  • VoiceSettings
  • MedicareRates
  • ClientIntakeProfile
  • AdvisoryRequest
  • Advisor
  • UserSessionMetric
  • FeatureRequest
  • IMO
  • ClientActivation
  • IMOEnrollment
  • Feedback
  • IMOAdminProfile
  • IMOReport
  • ClientProfileInsight
  • ClientReconciliation
  • VideoGeneration
  • PlatformUpdate
  • TrainingVideo