HELP
Guides to the surfaces you work in.
One guide per adviser surface. Each says what the screen is for, what it needs from you, and what to check before you rely on what it produces.
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Covers the route /migrate
Bring your book across
How the migration wizard reads an exported spreadsheet into households, clients and their records, what a wide sheet is, what the mapping pass does per record type, what "unmatched" means, what happens when you upload again, and why only a firm admin can run it.
Last updated 13 Sept 2026
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Covers the route /crm
Client Book and Practice Settings
How the client book, the household workspace and the practice dashboard fit together, which figures each reads from the fact-find, and where the service tiers, fee templates and fee arrangements behind them are set.
Last updated 4 Sept 2026
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Covers the route /projections
Projections
How the projections workspace turns a household's facts into a year-by-year model, what it assumes when you leave a field blank, and how to read what comes back.
Last updated 4 Sept 2026
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Covers the route /factfind
Fact Find
How the fact-find is saved and fed into every other screen, what readiness measures, which figures it derives for you, and what happens when a client submits details from the portal.
Last updated 3 Sept 2026
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Covers the route /scoping
Scope of Advice
How the ten advice areas are classified for a client, what each classification does to the rules engine, the compliance register and the advice document, and why a partly classified scope still runs.
Last updated 4 Sept 2026
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Covers the route /advice
Advice
How the advice workspace decides which strategies to show, how they are ranked, what accepting one does, how a stale acceptance is refreshed, and what happens on Budget night.
Last updated 3 Sept 2026
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Covers the route /documents
Documents
What each document type contains, what has to be true before one can be generated, what publishing freezes, how the client portal and client decisions fit in, and where the fee figures come from.
Last updated 3 Sept 2026
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Covers the route /portfolio
Portfolio
How the portfolio comparator builds a current-versus-proposed scenario, costs the switch, checks it against the client's risk profile, and what a saved scenario and a recorded holding become downstream.
Last updated 3 Sept 2026
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Covers the route /insurance
Insurance
How the insurance page reconciles existing cover with the fact find, calculates the household's protection needs, reports the gap, and what does and does not reach the advice document and the client portal.
Last updated 3 Sept 2026
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Covers the route /risk
Risk Profiler
How the fourteen-question risk profile is scored, what an adviser override changes, and where the recorded profile is read across the rest of Aether.
Last updated 3 Sept 2026
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Covers the route /reviews
Reviews
The review book for the whole practice, where each household's next review date comes from, what counts as overdue, and which fact-finds have gone stale.
Last updated 3 Sept 2026
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Covers the route /tasks
Tasks
How the task queue groups work by household, what stale and aged mean and where their thresholds come from, the kinds and sources a task can carry, and the ways a task is created without anyone typing it.
Last updated 4 Sept 2026
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Covers the route /compliance
Compliance Register
How the compliance register builds one row per account across the book, what each fee consent, review and advice-document status means, and what the household record shows about advice readiness.
Last updated 3 Sept 2026
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Covers the route /chart-room
Chart Room
What the Chart Room draws for a household, where its projection line and bands come from, how the household map and lifeline are built, what the attention strip includes and leaves out, and what Present hides from a client.
Last updated 3 Sept 2026
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Covers the route /product-research
Product Research
How the Product Hub shortlists super funds, platforms and brokers, how it estimates each product's cost at an assumed balance, and what a recommendation assessment scores and creates when you lock it.
Last updated 3 Sept 2026
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Covers the route /tax
Tax Strategy
What the tax page reads and for whom, how its review items are generated and sorted into buckets, what the three review modes and their windows mean, and which figures it does not compute.
Last updated 4 Sept 2026
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Covers the route /meeting-copilot
Meeting Copilot
How a consented meeting transcript becomes separately reviewable fact, file note and task proposals, what Aether sends to the model and what it keeps, and what confirming each proposal writes.
Last updated 4 Sept 2026