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What is the getting started wizard?

The Getting Started Wizard is the introduction to the portal that users will see the first time they log into their wealth portal. It will step them through the process of adding a wealth item as well as prompt them to set some financial preferences as well.

Here are some of the steps that this experience will include:

1. Introduction

2. Financial Preferences

3. Financial Preference Summary

4. Add your first asset

5. User receives first valuation

6. User prompted to add more wealth items to determine net worth