Knowledge base of RegBi Optimizer
Base info
FAQ
Questions and answers for RegBI Optimizer
1. In this video we are going to show you how to use RegBi. In fact, this quick guide will help you to start using RegBI as quickly as possible. First, we will cover the number of scenarios you can work with using the program. Next, we will show you the first steps you need to take to start utilizing RegBi at its fullest. We will go over very first important steps such as how to create a clients account, what you can do with a risk tolerance questionnaire. And finally, we will choose a roll over scenario when extra regulations come into it. (intro-Step 3).
2. In this video we will show you how to add the current clients portfolio to your RegBi account. Also, you will learn how to add plan retirement data from which you are rolling over within a few clicks using our plan database with more than 700.000 retirement plans! One of the most important parts is a Questionnaire that can help you to track if you’re acting in your client’s best interests. And of course we will show you how you can compare your offered services with what your client already has. (Step 4 - Step 8)
3. In this video we will learn more about the RegBi Summary report. The program will simply calculate the fees and show you all data for both initial and proposed allocation. Then you will see how quick you can edit the information you put on the previous steps. Additionally, we will explain how the Admin panel works and how it can help you to set up the default setting for future use.
