Firm Settings

If you're an admin you'll have to provide all the necessary information about your firm

6 articles in this collection
Written by Gavin Stanley and Claudia Santos

How to Manage your team's permissions

Written by Claudia Santos
Updated over a week ago

How to set up Agreements

How to get started building Agreement templates within Advicefront

Written by Gavin Stanley
Updated over a week ago

Adding your Firm's Details

If you're an account admin you'll have to fill in your firm's information into your account.

Written by Gavin Stanley
Updated over a week ago

Create your firm's landing page

A step-by-step guide to create a beautiful landing page for your business.

Written by Gavin Stanley
Updated over a week ago

Invite your Firm's Advisers

Find out how you can add your firm's team into the system.

Written by Gavin Stanley
Updated over a week ago

Manage your Firm's People

Edit your advisers and paraplanners' role, connections, and access level.

Written by Gavin Stanley
Updated over a week ago