Module 0 · Lesson 1Finding your way around

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Select a client…
Select a client…
     ⚙

    Rivermark Advisory

    Sample data
    👤 Total Number of Clients
    24
    📑 Total Assets Across Clients
    3,908
    Client Management Breakdown
    Client Access
    Firm Managed
    Client Locations (Only the first 10 are displayed)
    MapSatellite
    Map data ©2026

    Clients

    🔍⌄
    ClientClient IDActive AssetsLast Activity

     

    Accounting Firm
    Rivermark Advisory
    📊 Active Asset Count
    0
    ✎ Pending Asset Count
    0
    Recently Updated Assets
    🔍⌄
    AssetAsset IDAsset TypeStatusLast Modified ↑

     

    Primary Information
    Depreciation

    Asset Header Detail

    🔍⌄
    Asset Name*Gross Asset Value* Segment 1Segment 2Segment 3Segment 4 Segment 5Segment 6Segment 7Segment 8
    No dates and no Generate button — this one renders the moment you open it. The eight Segment columns carry this client's own labels.

    Fixed Asset Rollforward

    🔍 Nothing yet. Set a period and a schedule, then select Generate.
     
    IDNameIn Service DateDisposal Date Acquisition CostBeginning Accum Depr Accumulated Depreciation Adjustment Depreciation ExpenseSection 168 Section 179Accum Depr Disposals Ending Accum DeprBeginning Gross Asset Gross Asset AdditionsGross Disposals Ending Gross AssetBeginning NBV Ending NBVLifeSegment 1
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    07.30.2026