The Provider library comes preloaded with a number of popular insurance companies, investment houses, platforms and wraps, and this information is managed and regularly updated for you. By having all the providers you regularly recommend in your library, you will be able to pull this provider information straight into any recommendation section with one click when building a report, thereby saving you time and the need to key this data.
You can also add your own custom providers to your library. You will be prompted to provide a name and description for each provider. You can then upload a provider logo and select which recommendation section(s) to link it to by clicking linked sections.
When building a report you can pull provider information from your Provider Library straight into any recommendation section wizard with one click, thereby saving you time and the need to re-key this data time and again.