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CacheFlo Advise explained: Engage your clients and start a cash flow strategy
Locating and using the advice toggle The advice toggle allows you to send an updated Spendable to your client's Winton account. Turning advice on for your client In CacheFlo Advise, the advice toggle is on the household's Strategies page. Step 1. Complete the household's cash flow strategy. Step 2. Go back to the household's Strategies page. Step 3. Click on the toggle next to the comple
Winton Lead Generation Page - User instructions
Winton Lead Generation Page - User instructions If you have received a Winton Lead Generation Page (WLGP), please read the instructions below carefully. We will send you your WLGP url. If you did not receive it, please email us at firstname.lastname@example.org. Please bookmark this link, and ensure you store it where you can easily find it.
CacheFlo Advise: A quick guide
CacheFlo Advise explained: Engage your clients and start a cash flow strategy Use CacheFlo Advise at the beginning of your planning process to understand your client's current financial situation, goals and spending behaviour. Steps to add CacheFlo Advise to your process Step 1. Capture financial data Invite your client to Winton from your CacheFlo Advise a
Household table basics
Using the household table on the Home page The Home page is where all of your households are organized in a table. At a glance, the screens below show you what options and features are available. More table options not selected More table options selected Tabl
Creating a household
Creating a new household in CacheFlo Advise The first step to onboard your clients is to create a household with their contact information and goals. Step 1. On the Home page, click the + Create Household button to add a new household. Step 2. Enter your client's contact information including First Name, Last Name, Phone and Email, then click Create Household.
Next to each of your households on the Home page is a status, which defines your relationship to the household: Not sent - you have created a new household in CacheFlo Advise, but you have not sent an engage email. A household must receive an engage email to share their financials with you. To invite them to Winton, click on the household and go to the **Enga
Adding client goals
Adding your client's goals in CacheFlo Advise You can add your client's financial goals to their household so they appear on their strategy report. Step 1. Open a household and click Household Info. Step 2. Add your client's goal in the Household Members section, in the Client's Dream field, then click Save Household Members
Inviting a client to Winton
Inviting a new client to Winton from CacheFlo Advise A household's Engage page is where you send client engagement emails. The first email may serve as the initial point of contact, as well as an invite to Winton. Step 1 (optional). Edit the Subject line of your email. Step 2 (optional). Personalize the email by including any information that may be helpful to your client, an
Using the email editor
Using the email editor on the Engage page The Engage page is where you customize and send engagement emails to invite your clients to Winton, or follow up with them. The default design includes Winton branding, which can be removed. The Get started button cannot be removed regardless of subscription type, as it allows your client to access and sign up for Winton. Blocks Blocks are used to organize the content of your email. To add a new block: Click **Blo
Strategy table basics
Table features, options and organization in a nutshell All of your strategies are organized in a table on the Strategies page. At a glance, the screens below show you what options and features are available. More table options closed Click to enlarge. More table options opened Click to enlarge. !
Creating a strategy
A household's Strategies page is where you create blank strategies, or make a copy of the client’s household financials provided from their Winton account to create a strategy. Creating a strategy from a household's financials You can create a strategy with a household's financials if: You are either an Active or Accepted advisor to the household. Your client created a Winton account and ent
Copying a strategy
Copying a strategy in CacheFlo Advise In CacheFlo Advise, you can create multiple strategies to compare different recommendations and outcomes. You can do this by copying any strategy on the Strategies page to preserve the current working data. Step 1. Click the Copy button next to the strategy you want to copy. The copied strategy will be created with "Copy" at the end of the strategy's name. !(https://storage.crisp.chat/users/helpdesk/website/38640c1818e89200/copy-strate
Archiving a strategy
Archiving a strategy in CacheFlo Advise On the Strategies page, you can archive completed/old strategies to keep your strategy table organized. Step 1. Click the Archive button next to the strategy you want to archive. The archived strategy will be hidden or remain unhidden in the table with a dark Unarchive button depending on your settings. !(https://storage.crisp.chat/users/helpdesk/website/38640c1818e89200/ar
Meet Winton! 👋 Winton is a client facing app as well as your new assistant! When you don't have a strategy toggled on for your client, Winton provides a recommended spendable and projected money found until you're ready to give advice. Learn more about toggling a strategy
Using the dispatcher to assign households Dispatcher allows you to move households between members of your team. You can also unassign households until team members are ready to work with them. Step 1. Click Dispatcher in the menu. Step 2. Check the household(s) you want to assign to yourself, or a member of your team.