Advisor Onboarding
Start by logging in, navigate key features, and learn essential functions
11 articles
- Ready to Login?Get started by logging in to access your Advisor Dashboard, manage clients, and stay on top of key tasks.
- Your Advising Back OfficeUnderstand key data, insights, and features of the Advisor Dashboard and Back Office to manage your workflow more efficiently.
- Your Advising AppAll your Advising tools on-the-go.
- Build a Communication RhythmTurn Consistent Communication Into a Competitive Advantage
- Manage Advisor ProfileView or update your profile information to maintain accurate, up-to-date details for a seamless client experience and efficient workflow.
- Set Up Client Refer A Friend ExperienceSet up a smooth referral flow—let clients share with friends who can book a call or preview your firm’s app as a prospect.
- A Complete Guide to Advisor and Client NotificationsManage alerts like a pro—see how notifications work for both you and your clients, and stay a step ahead.
- How to Update Your Availability StatusYou can update your availability status to let others know if you’re busy or out of the office.
- Advisor/Team Profile Phone PreferencesSet mobile, office, and extension details, then choose the preferred phone number clients see on the My Team screen.
Integration Set Up | Advisors
Learn how to connect advisor specific integrations to sync data from external platforms