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How to set services

It’s essential to setup the services you offer to your clients before sending invitations for them to join. Select Configure > Your services from the navigation menu. Once you’re on the services page, click the icons to turn on/off the services you want. Once...

How to perform a financial review with your client

You may at some stage want your client to review your products and services whilst you’re together. 1. From the Clients screen, locate your client from the client list and select View account. 2. Once in their account, select the my financial review tile – the...