The Provider Library
This video walks you through how you can quickly and easily manage the providers that get listed out in the provider drop down menu included in the Plan Sum...
Tue, 18 Sep, 2018 at 11:42 AM
The Provider Library allows you to manage the providers included within the provider drop down menu you'll find in the Add / Edit Plan page of the Plan...
Tue, 11 Dec, 2018 at 11:08 AM
This is easy. From your dashboard click investment & providers > provider library. The provider library looks like this. Click add provider. You w...
Fri, 14 Sep, 2018 at 4:37 PM
Having added a provider to your Provider Library, you can link it to one or more recommendation sections from within your Provider Library. From your dashbo...
Fri, 14 Sep, 2018 at 4:37 PM
If you don't use a particular provider, you can hide the provider and remove it from the Provider drop down menus in the add / edit plan pages of the v...
Tue, 21 Jan, 2020 at 4:39 PM
Administrators of Company or Group Plans can share their custom providers with other account users or linked accounts via their Provider Library. To share a...
Tue, 21 Jan, 2020 at 4:48 PM
You can only edit providers belonging to you or the organisation to which you belong (assuming you have the necessary admin privileges). For further informat...
Thu, 16 Aug, 2018 at 12:17 PM
The providers are colour coded so you can quickly identify who has created and owns them: blue belong to Genovo, purple belong to your group, orange belong ...
Thu, 16 Aug, 2018 at 12:17 PM
No. You can save as many providers as you need within your Provider Library.
Thu, 16 Aug, 2018 at 12:17 PM