Help centre
Find the answer without waiting for a meeting.
Product guidance, calculation explanations, privacy information, and technical support are available asynchronously.
01
Using the experience
Learn how autosave, estimates, revision, progress, and document assembly work.
- Resume saved work
- Edit an earlier decision
- Understand recalculation
02
Understanding calculations
See the inputs and formulas behind runway, surplus, net-worth estimates, Score dimensions, and Builder Path fit.
- Known versus estimated data
- Score methodology
- Path rubric
03
Privacy and account
Control optional analytics, request an export, start an account-deletion request, or review legal acceptances.
- Privacy settings
- Data requests
- Account access
04
Technical support
Submit a ticket with a category and optional screenshot. Support can troubleshoot the product but cannot provide individualized financial advice.
- Billing
- Account access
- Saved work
- Blueprint PDF
Find your starting point