Data In is the process of building a reliable client file from advisor entry, client participation, documents, linked accounts, and supported imports. No single intake method is required for every household.

Choose the lowest-friction path that still gives the advisor enough evidence to verify the record.

Manual entry is useful when the advisor already has a confirmed fact or the source is not supported by automation. Guided onboarding reduces client friction and can start with incomplete information. Documents provide the evidence needed for policies, statements, returns, and estate records. Aggregation keeps supported account data current. Imports can accelerate specialized records without treating a third-party file as a complete plan.

Confirm household members, entities, owners, dates, amount frequency, account subtype, tax status, Goal assignment, holdings, income, spending, debts, insurance, Social Security, and other material facts.

Upload & Extract creates proposals; the advisor reviews before applying. Linked data supplies institution facts but does not decide every planning classification. Client-entered data still requires advisor review.

Avoid duplicate records when two intake paths describe the same account, income, policy, person, or entity. Match by owner, institution, account mask, subtype, document date, and source period before creating a new record.

Use Plan Setup and Plan Cleanup to find missing or inconsistent records. Then review Financials and the relevant Planning module. Correct the source rather than compensating for bad data in the result.

Data In is complete enough when the plan decision is supported and the advisor knows which assumptions remain estimated, manual, derived, linked, extracted, or unconfirmed.