Providers/Platforms
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
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
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
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
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
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
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
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
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