HOW TO ...
People
See all 29 articlesPeople - Managing Products
- Business Checklist
- Cash Calc
- Create a new Product
- Fund Analysis powered by Morning Star
- Improved Pension & Investment Screens Overview
- Live Valuations
Accounts
- Reconciliation and Processing of Provider Statements overview
- 1. Create a Transaction for a Client
- 2. Manually input a Statement
- 2. Supported Providers - EDI
- 2. Uploading a Provider statement manually
- 3. Commission reconciliation - Matched person but not policy
Fact Find
Settings
- Adviser Groups
- Customisation of your Adviser Cloud Portal
- Deleting User Accounts
- Document Settings
- How to reset your password
- Microsoft Excel Integration
Tasks
Reports
- Client Level Reports
- Company & Adviser Reports
- Company Reporting
- Fields for Advice Register Report
- Gabriel Report (RMA-K) and (RMA-L)
- Navigating the Reports Section
General
- Cogs missing in dashboard when using Internet Explorer
- Error Messages
- Getting Started Guide
- Import Spreadsheet
- Navigating the Dashboard & Widgets
- Session Expired Message
Providers
- Delete a Provider Address
- Edit Provider Address
- Export Provider as Outlook Contact
- How to add a new site address for a Provider
- Providers Section Overview
- Report Incorrect Provider Address