Site Administration and Settings

Advice Wizard

• Advice Wizard Explanatory Text
• Templated Objectives
• Appendix Items
• Customise Advice Wizard Fact Find
• Areas of Scope
• Scenario Types

Site Configuration

• Custom Risk Profile & Asset Allocation Sets
• Webmail - How to create an "App Password" in Microsoft Office365
• Rate Cards and Platform Pricing
• Custom Fields
• Samples and Favourites
• Shortcut Keys

See all 10 articles

Integrations

• CLASS Integration
• Omnium Integration
• DocuSign Integration
• SMS Global Integration
• MailChimp Integration

Further Questions

• Introduction to Further Questions
• Creating Further Questions

User Records

• Request a New User
• Email Signatures

Client Fees

• Fee & Commission Uploading

Deleted Records

• Recycle Bin

User Settings

• User Module Adjustments