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Creating Model Portfolios
Model Portfolios Adviceos allows user to create model portfolios under adviser/practice/licensee level. Navigate to portfolio book / configuration / model portfolios screen. You have the option either create a brand new one or clone the selected ...
User Documents and Templates
Introduction The user Documents and Templates section of AdviceOS is broken down into three main pages, which can be found by navigating to Settings > Templates and Field Management > User Documents and Templates. The three main areas of this section ...
Datafeeds
This guide will provide an overview of: Registering for datafeeds Mapping Investment Link datafeeds Unmapping Investment Link datafeeds Adding datafed Accounts to the Client Fact Find Refreshing a datafed Account Registering for Datafeeds To set up ...
Workflow Designer
The steps in the attached document will guide you on setting up a workflow using the Workflow Designer tool.
SMS Functionality
Purpose of Email Functionality In AdviceOS Midwinter understands that no financial planning software will be able to match the capabilities of an established email system such as Outlook or Gmail. Consequently, the email functionality within AdviceOS ...