Providers/Platforms

What is the purpose of the Providers/Platforms feature?
This content management feature allows users to create, update and publish custom platform and provider names and descriptions. All providers and platforms ...
Tue, 7 Apr, 2020 at 9:33 AM
How do you create a new Provider/Platform?
From the Providers/Platforms page in the Content Management area, select the "Create a New Provider/Platform" button, located on the top right han...
Mon, 6 Apr, 2020 at 2:19 AM
How is the Providers/Platforms feature used in the wizard?
In each of the Recommendation types, one of the upfront questions in the plan is "Provider" (this is applicable for Protection, Investment and Ret...
Tue, 7 Apr, 2020 at 9:32 AM
How do you edit a Provider/Platform?
The user must navigate to the paragraph they would like to edit/update.  Located in the paragraph box is the 'Edit Provider/Platform' button. ...
Mon, 20 Apr, 2020 at 10:19 AM
How do you search for a specific Provider/Platform?
Within both providers and platform pages, there is a search option located above the providers/platforms on the screen, just below the page introduction tex...
Mon, 20 Apr, 2020 at 10:19 AM
How do you delete a Provider/Platform?
A provider/platform can be deleted by clicking on either the ‘Delete Provider/Platform’ button if the provider/platform has been published, or the 'Del...
Mon, 20 Apr, 2020 at 10:19 AM
How do you duplicate Providers/Platforms?
The user must navigate to the provider/platform they would like to copy/duplicate.  Located in the provider/platform box is the 'Duplicate Provider...
Mon, 20 Apr, 2020 at 10:20 AM
How do you view the investments associated with a Provider/Platform?
The user must navigate to the provider/platforms which the investments are associated with. Located in the provider/platform box is the 'View Inves...
Mon, 20 Apr, 2020 at 10:20 AM
How do you show/hide Providers/Platforms from view?
The default setting in the suitability system is to show all providers and platforms in the list. It is possible to show/hide providers and platforms, howev...
Mon, 20 Apr, 2020 at 10:20 AM