Master record
Universal Client Profile
One client record for the entire platform. Every WealthPrime engine reads its census data from here — change a value once and every dependent illustration updates with it. No engine keeps a separate copy.
Feeds: Tax Opportunity Engine™ · Combination Plan Engine™ · Roth Conversion Engine™ · Retirement Asset Engine™ · Preservation Fund Engine™ · Client Report Engine™
Derived from this record
Live calculated values
Current age
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Total income
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Federal effective tax rate
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State effective tax rate
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Combined effective tax rate
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Pre-tax retirement
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Other assets
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Planning horizon
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Every value is editable — select the pencil to change it and the matching field below updates with it (rates become overrides; totals adjust the main line item). Select a tile for its full definition and arithmetic.
Personal
Who the plan is for
Age is derived from date of birth when supplied; otherwise the entered age is used.
Business
The entity behind the income
Entity type, ownership and headcount drive which plan designs are available downstream.
Current tax position
Where the client stands today
Leave the rate fields blank to use the loaded tax tables; enter a value to override.
Retirement
Qualified assets on the books
These balances feed contribution capacity, RMD and Roth conversion modeling.
Other assets
Everything outside the qualified plans
Non-qualified resources determine how conversion tax and funding can be paid.
Planning
Assumptions every projection shares
Timeline and growth assumptions used across lifetime illustrations.
Changes save automatically to this browser and propagate to every engine.