Though not required, it is suggested to create all relevant Advisor Codes for the Advisor first. Navigate to Run Business > Firm Profile > Advisors. Click + New Advisor in the upper right. The Advisor Profile page opens. Fill in the required fields ...
Adding New Contacts in Bulk
Obtaining the Spreadsheet Template Navigate to Communicate > Contacts. Click + Bulk Upload. Click the Template link to download the Spreadsheet Template. Filling in the Spreadsheet Open the downloaded file in Microsoft Excel. Fill in all relevant ...
Adding Advisor Codes
Advisor Codes, also known as Rep Codes, typically come from the Custodian to establish management of accounts. Advisor Codes are important in the Wealth Platform to do the same. Reps will be associated with these codes so any accounts that are opened ...
Adding New Contacts
Contacts are the base of all interaction with Prospects and Clients. Contacts can be created directly, imported in bulk, or automatically created as part of the digital onboarding experience. To add a single Contact to the Platform apart from ...
Adding and Editing Questionnaires
Create, edit, and manage questionnaires used for client onboarding in the Questionnaires tab. Prior to creating a Questionnaire, the Questions you want to use must be configured in the Grow Practice > Customization > Questions tab. See Adding and ...