Help & Support

Paragraphs 12

• VIDEO: Paragraphs Tutorial
• What is the purpose of the Paragraph feature?
• What is the difference between a 'Your Paragraph' and a 'Company Paragraph'?
• How do you create a new Paragraph?
• How do you search for a specific Paragraph?

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Risk Profiles 9

• VIDEO: Risk Profile Tutorial
• What is the purpose of the 'Risk Profiles' feature?
• How do you create a new Risk Profile?
• How do you search for a Risk Profile?
• How do you edit a Risk Profile?

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Providers/Platforms 9

• What is the purpose of the Providers/Platforms feature?
• How do you create a new Provider/Platform?
• How is the Providers/Platforms feature used in the wizard?
• How do you edit a Provider/Platform?
• How do you search for a specific Provider/Platform?

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Investments 8

• What is the purpose of the Investments feature?
• How do you create a new Investment?
• How is the Investments feature used in the wizard?
• How do you edit an Investment?
• How do you search for a specific Investment?

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In-house Model Portfolios 14

• VIDEO: Model Portfolio Tutorial
• What is the purpose of the Model Portfolios feature?
• Model Portfolio Charts
• How do you create a new Model Portfolio?
• How do you search for a Model Portfolio?

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Custom Appendices 11

• What is the purpose of the Custom Appendix feature?
• How do you create a Custom Appendix?
• How is the Custom Appendices feature used in the wizard?
• How do you edit a Custom Appendix?
• How do you search for a specific Custom Appendix?

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