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  1. Client Manager
  2. Site Administration and Settings

Site Administration and Settings

Dealer group settings

  • Security settings

Site Configuration

  • Custom Risk Profile & Asset Allocation Sets
  • Rate Cards and Platform Pricing
  • Custom Fields
  • Samples and Favourites
  • Shortcut Keys
  • Custom Fact Finds
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Integrations

Webmail / Outlook Plug-In

  • Webmail v Outlook Plugin

User Management

  • Request a New User
  • Adding your email signature in Client Manager
  • User Module Adjustments

Deleted Records

  • Recycle Bin

Advice Wizard Set-Up

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