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Tools

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  • Client Web Portal (Investor's Version)
  • Client Web Portal Setup (Adviser Version)
  • Client Web Portal (CWP)
  • myprosperity Integration with AdviserLogic
  • How to use “Custom Fact Find Tables” Functionality of Custom Fact Find
  • How to add a new File note category and Template
  • How to generate Bulk ROA
  • How To Upload And Send a New FSG (Financial Services Guide)
  • How to set up a Custom Fact Find
  • Workflow Segmentation
  • Bulk V-Card
  • APL Setup
  • How to Upload a Company Logo
  • How to set up ‘Your Preferences’ in Tools.
  • How to create Categories
  • How to modify or delete a Model Portfolio
  • How to create your own Risk Profile
  • How to manage client relationships
  • How to add managed investments without an APIR code
  • How to merge insurers / exclude insurers from comparison
  • How to add additional reasons/consequences to Super Rollover and/or Insurance
  • How to set up a Model Portfolio