Step 1 - Get familiar with the client experience.

Add yourself as a client to create a test account.

<a href="https://help.advicefront.com/en/articles/2710548-inviting-clients" rel="nofollow noopener noreferrer" target="_blank">How to invite clients.</a>

Now enter your test client account and try out: <a href="https://help.advicefront.com/en/articles/2710682-getting-your-client-s-fact-find" rel="nofollow noopener noreferrer" target="_blank">Fact Find</a>, <a href="https://help.advicefront.com/en/articles/2710656-getting-your-client-s-risk-profile" rel="nofollow noopener noreferrer" target="_blank">Risk Assessment</a>, and <a href="https://help.advicefront.com/en/articles/3977852-how-to-set-up-agreements" rel="nofollow noopener noreferrer" target="_blank">Agreements</a>. 

Back in your Adviser Account, you will find all the notifications about the actions you have taken. Now try out other features such as <a href="https://help.advicefront.com/en/articles/2710702-client-in-app-messaging-system" rel="nofollow noopener noreferrer" target="_blank">messaging</a> and <a href="https://help.advicefront.com/en/articles/6453608-how-to-use-the-documents-section" rel="nofollow noopener noreferrer" target="_blank">document sharing</a>.

- Add yourself as a client to create a test account.
  <a href="https://help.advicefront.com/en/articles/2710548-inviting-clients" rel="nofollow noopener noreferrer" target="_blank">How to invite clients.</a>
- Now enter your test client account and try out: <a href="https://help.advicefront.com/en/articles/2710682-getting-your-client-s-fact-find" rel="nofollow noopener noreferrer" target="_blank">Fact Find</a>, <a href="https://help.advicefront.com/en/articles/2710656-getting-your-client-s-risk-profile" rel="nofollow noopener noreferrer" target="_blank">Risk Assessment</a>, and <a href="https://help.advicefront.com/en/articles/3977852-how-to-set-up-agreements" rel="nofollow noopener noreferrer" target="_blank">Agreements</a>. 
- Back in your Adviser Account, you will find all the notifications about the actions you have taken. Now try out other features such as <a href="https://help.advicefront.com/en/articles/2710702-client-in-app-messaging-system" rel="nofollow noopener noreferrer" target="_blank">messaging</a> and <a href="https://help.advicefront.com/en/articles/6453608-how-to-use-the-documents-section" rel="nofollow noopener noreferrer" target="_blank">document sharing</a>.

Step 2 - Configure Advicefront for your firm

<a href="https://www.youtube.com/watch?v=xwehTlzgb8E&amp;ab_channel=AdvicefrontLtd" rel="nofollow noopener noreferrer" target="_blank">How to set up your risk provider.</a>

<a href="https://help.advicefront.com/en/articles/6442080-how-to-manage-your-firm-details" rel="nofollow noopener noreferrer" target="_blank">How to manage your firm details</a>.

<a href="https://help.advicefront.com/en/articles/3977852-how-to-set-up-agreements" rel="nofollow noopener noreferrer" target="_blank">How to set up an agreement.</a>

- <a href="https://www.youtube.com/watch?v=xwehTlzgb8E&amp;ab_channel=AdvicefrontLtd" rel="nofollow noopener noreferrer" target="_blank">How to set up your risk provider.</a>
- <a href="https://help.advicefront.com/en/articles/6442080-how-to-manage-your-firm-details" rel="nofollow noopener noreferrer" target="_blank">How to manage your firm details</a>.
- <a href="https://help.advicefront.com/en/articles/3977852-how-to-set-up-agreements" rel="nofollow noopener noreferrer" target="_blank">How to set up an agreement.</a>

Step 3 - Set up your profile and invite team members

<a href="https://help.advicefront.com/en/articles/6442080-how-to-manage-your-firm-details" rel="nofollow noopener noreferrer" target="_blank">How to manage your firm details.</a> 

<a href="https://help.advicefront.com/en/articles/6413862-how-to-update-your-account-and-profile" rel="nofollow noopener noreferrer" target="_blank">How to update your account and profile. </a>

<a href="https://help.advicefront.com/en/articles/2710509-invite-your-firm-s-advisers" rel="nofollow noopener noreferrer" target="_blank">How to invite team members. </a>

<a href="https://help.advicefront.com/en/articles/2710627-manage-your-firm-s-people" rel="nofollow noopener noreferrer" target="_blank">How to manage your firm's people. </a>

<a href="https://help.advicefront.com/en/articles/6385922-how-to-set-up-two-factor-authentication" rel="nofollow noopener noreferrer" target="_blank">How to set up two-factor authentication.</a>

- <a href="https://help.advicefront.com/en/articles/6442080-how-to-manage-your-firm-details" rel="nofollow noopener noreferrer" target="_blank">How to manage your firm details.</a> 
- <a href="https://help.advicefront.com/en/articles/6413862-how-to-update-your-account-and-profile" rel="nofollow noopener noreferrer" target="_blank">How to update your account and profile. </a>
- <a href="https://help.advicefront.com/en/articles/2710509-invite-your-firm-s-advisers" rel="nofollow noopener noreferrer" target="_blank">How to invite team members. </a>
- <a href="https://help.advicefront.com/en/articles/2710627-manage-your-firm-s-people" rel="nofollow noopener noreferrer" target="_blank">How to manage your firm's people. </a>
- <a href="https://help.advicefront.com/en/articles/6385922-how-to-set-up-two-factor-authentication" rel="nofollow noopener noreferrer" target="_blank">How to set up two-factor authentication.</a>

<a href="https://help.advicefront.com/en/articles/2710548-inviting-clients" rel="nofollow noopener noreferrer" target="_blank">How to invite clients. </a> 

<a href="https://help.advicefront.com/en/articles/2710682-getting-your-client-s-fact-find" rel="nofollow noopener noreferrer" target="_blank">Getting your client's fact find.</a>

<a href="https://help.advicefront.com/en/articles/5585580-how-to-send-an-agreement" rel="nofollow noopener noreferrer" target="_blank">How to send an agreement.</a>

- <a href="https://help.advicefront.com/en/articles/2710548-inviting-clients" rel="nofollow noopener noreferrer" target="_blank">How to invite clients. </a> 
- <a href="https://help.advicefront.com/en/articles/2710682-getting-your-client-s-fact-find" rel="nofollow noopener noreferrer" target="_blank">Getting your client's fact find.</a>
- <a href="https://help.advicefront.com/en/articles/5585580-how-to-send-an-agreement" rel="nofollow noopener noreferrer" target="_blank">How to send an agreement.</a>

Time to invite some more clients. If you have many clients you need to add to your firm, we're happy to help you with that once you have a paid license - just let us know!

For more information, please visit our official <a href="https://advicefront.com/onboard" rel="nofollow noopener noreferrer" target="_blank">website</a>.

Welcome 🥳

Step 1 - Get familiar with the client experience.

Step 2 - Configure Advicefront for your firm

Step 3 - Set up your profile and invite team members

Step 4 - Invite your first client.

Step 5 - Invite more clients.