Training Tools:
Getting Setup
- Uploading logo and customizing email signature
- Adding disclosures, editing proposal
- How to setup your integration
- Manually adding clients/prospects
- Adding custom models
Questionnaire
- How to send the questionnaire
- How to add custom questions to the questionnaire
- Viewing and adjusting questionnaire inputs
- Overriding risk scores
- Pre-filling a questionnaire for a client
- Sending bulk questionnaires
- Resending the questionnaire
Portfolio functions
- Adding, editing portfolios
- How to do the comparison
- How to delete accounts
Proposal functions
- How to create proposals
- How to create a proposal for multiple accounts
Additional features
- Downloading tradelists
- How to quickly search for tickers within the platform
- Proxy override function
- Creating a household
- Stress testing a portfolio
- How to use the same email for two clients
- Using benchmark models and historical simulation charts
- Editing Client or Prospect
- Navigating the Workflow
