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Firm Settings

Firm Settings

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

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4 articles in this collection
Written by Rita Santos

Adding your Firm's Details

If you're an account admin you'll have to fill in your firm's information into your account.
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Written by Rita Santos
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.
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Written by Rita Santos
Updated over a week ago

Invite your Firm's Advisers

Find out how you can add your firm's team into the system.
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Written by Rita Santos
Updated over a week ago

Manage your Firm's People

Edit your advisers and paraplanners' role, connections, and access level.
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Written by Rita Santos
Updated over a week ago