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Concept Toolkit Help

  • Concept Toolkit User Guide (PDF)
  • Planning Toolkit Help

Quick Start
What is Concept Toolkit?
What’s the difference between Concept and Planning Toolkit?
Getting Around Concept Toolkit
Changing Advisor Information


Saving Information
How do I change data or text in Concept Toolkit?
When I change a number on the data entry screen, why don’t the calculations change?
How do I save data under a client name?
Why is there no Save button?
Backing up client files


Printing
Printing in Concept Toolkit
Printing to PDF (to email a page)
Merging PDFs
How do I get the pages to print out in portrait?
Can I print more than one screen at a time?


Reports and Presentations
How to create a report or presentation
Merging PDFs
How to move a Concept Toolkit slide to Powerpoint


Calculators
Future Value – Compare 2 Portfolios


General
Bookmarking
Why doesn’t Concept Toolkit fill up the entire screen?
Can I create a single needs analysis in Concept Toolkit?
How do I change the marginal tax rates?
How do I import a logo?


Troubleshooting
Charts Won’t Print in Windows 10
Data Won’t Save in Windows 10
Wrong Page is Selected in Reports in Windows 7

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