How To...
- How to store and share strategy notes
- How to Track client activities
- How to create a review appointment
- Hero Toolbox
- How do you view the clients Insurance cover
- Searching within Client File Notes
- Assign support staff to an AR
- Default Retirement Strategy Tab
- Adding an Investment
- What if I don't save or confirm any data
- Deleting data
- Saving Files
- Setting up your modules
- SmartFee - Fee for Service tracking
- Instant Quote - Liferisk Online
- How to use the SOA options on the fly
- How to Add/Edit additional Super Fund contribution & SOA option
- How to Add/Edit the SGL amount
- Managing your prospect pipeline
- Getting started with the Retirement Goal Calculator
- Auditing Insurance Provider by AR
- Auditing Insurance Provider by Policy Type
- Asset percentage strategies
- Add/Edit transactions within Super Funds
- Add/Edit Superfund
- Auditing assistance of Advisers
- Add/Edit Investments within a Super Fund
- Adding/Editing Insurance policy information
- Can GLP Profiling (Risk management) be used in Model portfolios?
- Creating a QuickTEXT paragraph