Which item is NOT a current How-To in the Knowledge Base?

Which item is NOT a current How-To in the Knowledge Base?

• A. Add a Rolling GRAT
• B. Share a presentation with Clients
• C. Create a client budget
• D. Import client accounts

Answer: (A)

The important distinction is between actionable tasks you perform in the platform and conceptual financial planning topics. How-To articles in the Knowledge Base cover specific workflows you can carry out inside the tool—things like sharing a presentation with clients, creating a client budget, or importing client accounts. These are step-by-step guides to use the software. A Rolling GRAT is a type of estate planning instrument, not a built-in platform action. It isn’t something you execute as a feature within the Knowledge Base, so it isn’t listed as a current How-To. That’s why it’s the item that doesn’t fit as a How-To guide.

The important distinction is between actionable tasks you perform in the platform and conceptual financial planning topics. How-To articles in the Knowledge Base cover specific workflows you can carry out inside the tool—things like sharing a presentation with clients, creating a client budget, or importing client accounts. These are step-by-step guides to use the software.

A Rolling GRAT is a type of estate planning instrument, not a built-in platform action. It isn’t something you execute as a feature within the Knowledge Base, so it isn’t listed as a current How-To. That’s why it’s the item that doesn’t fit as a How-To guide.