Hero Basics
- ★ Inactive portal use - How the logout feature works
- Automated Retirement Goal Management Disclaimer
- Can GLP Profiling be used to 'Time to Market'?
- Cash Flow Manager
- Compliance checking with SmartCheck
- How we provide the tools so you can protect yourself with your clients
- Insurance Cover Disclaimer
- Life Insurance Calculator notes
- New Fact Finder layout and management
- Understanding how Superannuation is displayed within Hero
- Understanding Risk profiling using GLP profiling.
- Understanding the Color reference within Insurance Calculator
- What are Non-Super Assets Liabilities and Investments
- What do the Bank feeds generate
- What is Client Activity Streaming
- What is the Client Interface board (CIB)
- What is the Dashboard.
- Why we offer two types of Insurance needs calculators
- “From Zero to Hero- is this the best Advice platform to ever be released?