Help Center

Find answers, tutorials, and resources to make the most of AssureConcept

Help Categories

Getting Started

Learn the basics of AssureConcept, from initial setup to creating your first client profiles.

  • Platform Overview (Coming Soon)
  • Adding Your First Client (Coming Soon)
  • Navigation Guide (Coming Soon)
  • User Profile Setup (Coming Soon)

Client Management

Efficiently manage client information, track progress, and organize your client portfolio.

  • Client Profile Management (Coming Soon)
  • Data Import/Export (Coming Soon)
  • Client Notes & History (Coming Soon)
  • Privacy Settings (Coming Soon)

Financial Planning

Master the financial planning tools, calculations, and analysis features.

  • Estate Planning Guide (Coming Soon)
  • Retirement Calculations (Coming Soon)
  • Tax Optimization (Coming Soon)
  • Portfolio Analysis (Coming Soon)

Reports & Documents

Generate professional reports, customize templates, and manage client documentation.

  • Report Generation (Coming Soon)
  • Custom Templates (Coming Soon)
  • Export Options (Coming Soon)
  • Branding Setup (Coming Soon)

AI Features

Leverage AI-powered insights, recommendations, and automated analysis tools.

  • AI Recommendations (Coming Soon)
  • Risk Assessment (Coming Soon)
  • Market Analysis (Coming Soon)
  • Predictive Models (Coming Soon)

Account & Settings

Manage your account, subscription, security settings, and platform preferences.

  • Account Management (Coming Soon)
  • Subscription Plans (Coming Soon)
  • Security Settings (Coming Soon)
  • Backup & Restore (Coming Soon)

Frequently Asked Questions

Navigate to the Clients section and click 'Add New Client'. Fill in the required information including personal details, contact information, and financial data. The system will guide you through each step with helpful tooltips and validation.

Yes, AssureConcept supports data import from common formats including CSV, Excel, and XML. We also provide migration tools for popular financial planning platforms. Contact support for assistance with large data migrations.

Our tax calculations are updated annually and comply with current Canadian federal and provincial tax laws. We work with tax professionals to ensure accuracy, though we always recommend consulting with a qualified tax advisor for complex situations.

Choose based on your client volume: Trial (5 clients), Professional Monthly/Yearly (50-100 clients), or Enterprise Unlimited. All plans include core features, with higher tiers offering more clients, reports, and advanced features.

Yes, we use enterprise-grade security including SSL encryption, secure data centers in Canada, regular backups, and compliance with Canadian privacy laws. Your data is encrypted both in transit and at rest.

Still Need Help?

Our support team is here to help you succeed with AssureConcept.

Contact Support