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Libraries
The Client Library
5
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
10
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?
View all 10
The Provider Library
8
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?
View all 8
Help Desk Software
by Freshdesk Support Desk