Step 1 - Get familiar with the client experience.
Add yourself as a client to create a test account.
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.
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 website.