Practical, Monthly Best Practices to Help Users Get the Most Out of Break Analytics
Thomas’ Tips & Tricks is a monthly series designed to help planners get up and running quickly, avoid common setup pitfalls, and unlock the full power of Fin CW’s IRA planning software.
Each tip is short, simple, and immediately actionable. Whether you’re onboarding for the first time or refining your workflow, Thomas shares the best practices he’s learned from supporting users.
With over 20 years of experience across IT, banking, and advisor support, Thomas Evans brings a rare blend of technical expertise, customer service, and real‑world financial industry insight.
January 2026 Tip: Ever struggled to find a saved case?
Here’s the secret: give your Case Data a clear name.
Why? Because when it saves as a .JSON file on your computer, that Case Data name becomes your shortcut to quick access. No more hunting through random file names—just search for the name you created and get back to work faster! Tip: Name it now, find it later! ✅
February 2026 Tip: Why you should always click “New Case” before assisting your next client.
Instructions for Starting a New Client Case
1. Save Your Current Client’s Case
Open the Hamburger Menu and select “Save Case.”
- The case will be saved under the name you entered in the “Case Data Name” field on the General form.
2. Start a New Client Case
- After saving, return to the Hamburger Menu and select “New Case” before entering information for your next client.
Why This Matters
Selecting “New Case” clears out all data from the previous client. This prevents any saved information from accidentally carrying over into the next client’s case and helps ensure accuracy, compliance, and clean reporting.
