No one person has all the answers or the most expansive knowledge so we created a means to manage the workload of research.
To achieve this you simply go to the Research Tab which can be found in the Advisers dashboard view or from within the Hero Toolbox.
This section is where you store all the research documents or PDF files that you refer to or believe would be good for your clients to view.
The Store Research Option is made available Across the AFSL
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