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The Client Library
What is the Client Library?
Is there a limit on the number of clients I can store in my Client Library?
How do I access a client's reports?
How do I delete a client from the Client Library?
How do I switch the ownership of a client and their reports to another user within my account?
The Investment Library
VIDEO: The Investment Library
What is the Investment Library?
How do I add an investment to the Investment Library?
How do I clone an existing investment?
What risk rating should I apply to the investment?
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The Provider Library
VIDEO: The Provider Library
What is the Provider Library?
How do I add a provider to my Provider Library?
Can I remove the provider logos from my own and / or my users’ reports?
How do I link a custom provider to a recommendation section?
See all 8 articles
Help Desk Software