First time users
Before you do anything you need to understand how the structure of the system works so as to get the most out of the system
- ★ Using the right web browser
- ★ Which is the preferred Web Browser to use
- A clients view of your advice
- a retirement calculator that does more than just the sums
- Assigning roles within the system
- Consumers and Hero Interactions
- Data design...this is the change that you seek
- Getting Started as an AR & Supporting staff
- Getting started with the Dashboard view
- How to edit the Fees within Investment Comparison
- How we integrated the best ideas to give you the best outcome for your clients
- Managing the page layout when comparing funds
- Personal Investment Risk Profiling
- Understanding how your fact finder becomes C-Facts
- Understanding the Interface
- Viewing Performance Charts
- What is C-Fact Finder Express