Tools
- 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