INTERACTIVE GUIDES

Learn Wealth365
Step by Step

Animated walkthroughs for every step of the financial planning journey. Each guide takes under a minute.

The 9-Step Planning Journey
📋
STEP 1
Choose Your Plan
Create a new plan or pick up where you left off. Plan versioning keeps your history safe.
30 seconds
⚙️
STEP 2
Setup Your Plan
Choose a persona preset, add family members, and configure growth and inflation assumptions.
45 seconds
📝
STEP 3
Fact Find
Enter your financial details — income, pensions, savings, property, and expenses in organised categories.
45 seconds
📊
STEP 4
Plan Overview
See your complete financial picture — net worth, income vs expenses, and planning tool shortcuts.
45 seconds
🎯
STEP 5
Goals & Life Events
Define retirement targets, lump sum goals, and major life events on your financial timeline.
40 seconds
📈
STEP 6
Financial Projections
40-year projections with year-by-year tables, cash flow charts, and Monte Carlo simulations.
50 seconds
🔍
STEP 7
Charts & Analysis
Interactive charts — net worth timeline, asset allocation donut, and IQ-style health scoring.
50 seconds
🔄
STEP 8
What-If Scenarios
Test different strategies side by side — early retirement, max savings, stress tests, and more.
50 seconds
📄
STEP 9
Generate Reports
Professional branded reports — choose templates, customise sections, export as PDF or HTML.
50 seconds
Bonus Guides
🎨
FOR ADVISERS
White-Label Branding
See how to brand the platform with your firm's logo, colours, and custom domain in 5 minutes.
60 seconds
Each guide is an animated walkthrough that plays automatically.
Use the pause button (top right) to stop at any scene.
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