Midwinter Help Centre
  • Help to get started with AdviceOS
  • Help to use AdviceOS

Configuration

  • How to Configure AdviceOS
  • Add and name new folders and sub folders
  • Creating email templates
  • Creating Custom Platforms
  • Creating Model Portfolios
  • Customising global settings
  • Service packages and segmentation
  • Setting up an email signature
  • Transfering and storing emails from your email system into AdviceOS
  • Uploading an FSG or Privacy Policy

Categories

  • Getting Started Guide
  • Configuration
  • Workflows
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