Feature of the Month: New Onboarding VideosMay 13 2020
Written by Ben Crow, COO at WLTH Finance Tracker
The feature of the month for May is our new automated Onboarding videos!
We have created 6 videos to make it as easy as possible for you to fully understand the platform and to help you get the most out of it.
Step 1: Wealth Items
This video will take you through getting started on the WLTH platform and how to load in all your assets and liabilities.
Step 2: Cashflow
The second video will run you through the cashflow area which will come to life once you have loaded in your banking information to WLTH Finance Tracker. You will be able to categorise expenses, set up tax tags and do all your budgeting in the cashflow area.
Step 3: Protection
This video will explain how to load your insurance and wills into the platform, then touches on how you can use the WLTH Finance Tracker as a digital filing cabinet.
Step 4: Goals
The goals video will explain how to set up To-dos and create goals such as savings and debt reduction plans, then how to link them to your accounts.
Step 5: The Team
This video will show you had to add family members and your financial team. WLTH Finance Tracker allows you to give access to your financial team such as advisors and accountants to help you to manage your finances.
Step 6: Document Storage
The last step in the process is document storage. As touched on in the protection video, you can use the WLTH Finance Tracker like a digital filing cabinet. In this video you will learn how to load in important documents and where to find them.
We hope these videos will assist you to get the most out of the platform and we would love to hear your feedback.
Last Chance to upgrade: Don’t forget, that if you would like to upgrade to WLTH Plus, our Covid-19 Support offer will end next week.
To upgrade to WLTH Plus visit: https://wlth.com.au/sign-up-plus/ and use the code: STAYSAFE