Firm Settings

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

5 articles in this collection
Written by Rita Santos and Gavin Stanley

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 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.

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.

Written by Rita Santos
Updated over a week ago

Manage your Firm's People

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

Written by Rita Santos
Updated over a week ago