AuxiliaryTools | PROJECT X

Your trusted partner for independent financial guidance, offering clarity and personalized strategies for your financial future.

Data types

  • FinancialAnalysisSubmission
  • Client
  • FinancialProduct
  • Payment
  • PortfolioHistory
  • ClientDocument
  • ClientNotification
  • NotificationSettings
  • ClientAppointment
  • Commission
  • FinancialPlan
  • ProductRate
  • ProductCatalog
  • ProductOffer
  • ProductCoverage
  • ClientApplication
  • ProductDocument
  • FinancialPlanRules
  • Course
  • Lesson
  • ExamQuestion
  • ConsultantProgress
  • ConsultantAccount