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The Client & Report Library
What is the Client Library?
How do I access a client's reports?
How do I switch the ownership of a client and their reports to another user within my account?
How do I clone a report?
How do I reassign a report to another client?
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The Investment Library
VIDEO: The Investment Library
The Investment Library - An Overview
How do I add an investment to the Investment Library?
How do I clone an existing investment?
How do I hide an 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?
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Help Desk Software