Process
- Advisor Help: How can I upload documents on the platform?
- Advisor Help: How to Create a Report
- Advisor Help: How Can an Advisor Bypass the Discovery Meeting on the Platform?
- Advisor Help: How to Send Email Notifications for Implementations
- Advisor Help: How To Extend a Trial for Just One Client?
- Advisor Help: Do Clients Have Access to Advanced Options?
- Advisor Help: Why Can't My Client Book a Discovery/Foundation/Planning Call
- Advisor Help: How to Structure a One-Off Plan Review Call
- Advisor Help: Is there an Automatic Email Sent When a Report is Published
- Advisor Help: Why is my Client Unable to Access Their Uploaded Documents?