Common questions and support documentation

• Data Migration and Imports
• Contact Us
• Troubleshooting 101
• Versions

• How to add a client
• How to give Client Portal Access
• How to use Tasks
• DocuSign Integration
• How to Filter Tasks
• How to use Reviews
• How to Delete a Client
• Client Group Accounts
• How to use CRM staging for your clients
• How to see which members of your team have access to a client (Advisers)

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• Checklists and how to use them
• What are Versions?
• How to Bulk Upload Clients
• How to view and manage Deleted Clients
• How to Change your Business Trading Name
• How to create Client Segments
• How to manage which members of your team see which clients - Manage Client View/Advisers
• How to create Questionnaire Templates
• How to set your firm's (ATRQ) Risk Profiling Segments
• Give User access to a Client

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• Client Portal - Investments
• Client Portal - Net Worth Tab
• Client Portal - Questionnaires
• Client Portal - Documents
• Client Portal - Planning
• Client Portal - My Profile
• Client Portal - Messages
• Dashboard