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Client Manager
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
See all 8 articles
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