Client & Report Library 8

• VIDEO: An overview of the Client & Report Library
• What is the Client & Report Library?
• How do I view and edit a client's reports?
• Can a user view and edit the clients and reports of another user?
• How do I change the ownership of a client and their reports to another user within my account?

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Investment Library 11

• VIDEO: An overview of the Investment Library
• What is the Investment Library?
• How do I add an investment to my Investment Library?
• What is the purpose of the preloaded Genovo example investments?
• How do I clone an investment?

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Provider Library 8

• VIDEO: An overview of the Provider Library
• What is the Provider Library?
• Can I stop the provider logos coming out in my own and / or my users’ reports?
• How do I add a provider to my Provider Library?
• How do I clone a provider?

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Plan Charges Profiles Library 4

• What is the Plan Charges Profiles Library?
• How do I add a plan charges profile to my library?
• How do I clone a plan charges profile?
• How do I activate / deactivate a plan charges profile?