https://wealthtable-staging.herokuapp.com/

The Username is: wtadmin
The Password is: supersecretstuff

Please sign up with a fictitious account by clicking on Sign Up in upper right of screen in order to experience the on boarding process.

To review a previously populated example you may Log In with:
Email: example@example.com
Password: 12345678

There are 4 main platform layers to WealthTable.

1. Onboard: Checklist of assets and liabilities.
   
2. Summary: Shows all assets and liabilities identified during on boarding process.
   
3. New Documents Pages: Upload information by clicking on banking, borrowing, investments, property, insurance and estate and tax information on left sidebar and then click on + sign with circle around it on subsequent New Document pages. On each New Document page the scope of relevant documents for that asset or liability will be available in drop down menu under "Document Type".
4. Wealth Profile: Populated from the values input on the New Documents pages.
   
   Note: Toggle between the financial Summary page and the wealth profile by using the Finances and WealthTable features in the top bar to the right.