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What is the getting started wizard?

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...

How to use bulk actions on your client list

Here’s how to perform actions for multiple clients on your list at the same time. 1. In your client page, select the check boxes next to the names of clients you would like to edit. 2. You will also be able to select or deselect all of the clients on the page. 3. Once...

How to edit your profile

To make edits to your profile: Click on the profile image icon on the top right corner of the screen. Enter, edit or delete any details in the field. Finish by the clicking Save button at the bottom of the screen. You may update your contact details as well as your...

Activating your account

You will have received an activation email that you contains a link. 1. Click on the link and your account will automatically activated from this point. 2. You will be asked to create your own custom password Please note: If you can’t find the activation email don’t...