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Getting started
Day 1: Getting started
Day 1: Getting started

Here is a quick guide on how to start using our solution

Gavin Stanley avatar
Written by Gavin Stanley
Updated over a week ago

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.

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.

Thank you

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