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VIDEO: Paragraphs Tutorial
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What is the purpose of the Paragraph feature?
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What is the difference between a 'Your Paragraph' and a 'Company Paragraph'?
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VIDEO: Risk Profile Tutorial
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What is the purpose of the 'Risk Profiles' feature?
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How do you create a new Risk Profile?
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What is the purpose of the Providers/Platforms feature?
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How do you create a new Provider/Platform?
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How is the Providers/Platforms feature used in the wizard?
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What is the purpose of the Investments feature?
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How do you create a new Investment?
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How is the Investments feature used in the wizard?