Site Administration and Settings

Site Configuration

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

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