Advisor Training: Customizing Adviice Using the Planner Portal - April 2025

In this training, we work through all the ways you can customize Adviice using the Planner Portal. We'll look at setting fit criteria, hiding parts of the platform, adding sample plans/testimonials and creating custom videos and reports.

• 04:30 - Fit Criteria
• 07:51 - Enabled Pages
• 10:20 - Message Overrides
• 14:23 - Trial Length
• 20:20 - Adding a Sample Plan
• 21:26 - Adding Onboarding Videos
• 25:13 - Branding Info
• 26:58 - Testimonials
• 28:47- Emails
• 44:04 - Reports